International Investment Counselor (US Based) - Canadian Clients (DALLAS)

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
Do you have the following skills, experience and drive to succeed in this role Find out below. The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, youll appreciate knowing our compensation structure aligns with our clients best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firms unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure were on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelors degree
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. Its the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. xevrcyc This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER