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
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...the metro Orlando or Miami areas and is excited to meet with clients in person, if needed. **This position offers a competitive... ...in addition to the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- ...Associate Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering... ...others by providing an honest, consistent experience for our clients and team. Passion . We pursue our full potential, seeking...Work at officeImmediate start
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