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Cross-Border Wealth Advisor for Canada Clients

Fisher Investments

A financial advisory firm in Tampa, FL, seeks an International Investment Counsellor to service high-net-worth clients in Canada. This role emphasizes building strong client relationships without prospecting. Applicants should hold a CFA (any level) and have 4+ years in portfolio management. The firm offers benefits like 100% paid medical premiums, a 401(k) match, and generous PTO. This is an onsite position with potential for hybrid work. #J-18808-Ljbffr Fisher Investments

Vacancy posted 3 days ago
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