International Private Client Adviser (US Based) - Canadian Clients (VANCOUVER)
$100kFisher Investments
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. If you want to know about the requirements for this role, read on for all the relevant information. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA. The Day-to-Day: * Be the voice of Fisher Investments to prospective Canadian clients * Review prospects' personal financial situation and provide solutions * Help qualified Canadian private investors become clients of Fisher Investments * Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management * No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years * Bachelor's degree * Multi-year track record of success * Success persuading and educating prospects Compensation: * Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed * This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. xawqmyg We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
$90k - $140k
...and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor... ...approach focused on our private clients. With a firm... ...: Work with our Canadian clients to build a trusting... ...~$90,000 - $140,000 base salary per year in the...InternationalPrivate clientWork at officeWork from home$55k - $70k
...firm that's changing the industry? As an International Client Services Associate, you'll become part... ...PrivateClient Group and focus on clients based out of the United Kingdom. You'll help our... ...from all majors because diversity makes us better. The Opportunity: You will work...InternationalWork at officeWork from home- ...J.P. Morgan Wealth Management – Private Client Advisor – Lake Oswego, OR At J.P. Morgan Chase,... ...exceptional investor experience by offering advised solutions and Chase partner referrals... ...Demonstrated ability and commitment to goals‑based planning and advice A valid and active...Private client
- ...SW Fifth Avenue, Portland Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the... ...For 200 years, Key has opened doors in our communities. Let us open one for you. #J-18808-Ljbffr...Private clientBank staffWork at officeFlexible hoursNight shift
- ...enthusiasm for helping our clients, taking care of our... ...needs. As a Private Client Advisor in Chase... ...experience by offering advised solutions and Chase partner... ...commitment to goals‑based planning and advice A... ...growth and mobility internally empowers us to deliver the...Private client
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory... ...client-facing and will be evaluated based on the ability to generate new and repeat... ...to candidates based in the UK or the US and may involve global client interactions...Private client
$195k - $285k
...management services to both institutions and private clients across the US, UK, Europe, Canada, Australia, Asia... ...your career by working on a host of international and domestic matters. We are looking... ...Compensation: $195,000 - $285,000 base salary per year in the state of WA....InternationalPrivate clientWork at officeWork from home- ...Primary Location US-AK-Anchorage ID... ...a highly technical and client-driven team of scientists... ...stages. Our Alaskan client base includes a diverse mix of... ...Geosyntec is an innovative, international, engineering and consulting firm serving private and public-sector...InternationalPrivate clientFull timeWork at officeLocal areaRemote workRelocationRelocation package
- ...Job Title Client Relationship Consultants build relationships with customers, engaging... ...mindset. Strong client relationships are based on trust, assessing and attending to customers... ...and proactively - Experience in the financial services industry preferred US Bank
- ...providing a national and international network platform. We... ...and maintain strong client relationships Negotiate... ...to transact in Vancouver market) or willingness... ...Offer: ~100% commission-based compensation with excellent... ...SVN Bluestone and help us shape the future of commercial...InternationalWork at officeFlexible hours
- ...The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships... ...opportunities to expand the client base and represent RSC Insurance Brokerage,... ..., claims specialists, and other internal departments to ensure seamless client service...Private clientWork at office3 days per week
$120.97k
...team loves to work here! ( Join Us! CDM Smith - where amazing... ...growth in these national and international programs through development of... ...competencies with USACE priorities. As a Client Service Leader, you will work... ...delivery. The position can be based out of any CDM Smith office,...InternationalContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours$28.34 - $30.85 per hour
...Opportunity We're Dealer Tire, a family-owned, international distributor of tires and parts... ...join our team. That's where you come in! Base Pay Range: $28.34 - $30.85 Targeted Annual... ...specific needs. Please feel free to contact us at (***) ***-**** x6550. Dealer TireInternational$130k - $180k
...services for public and private sector clients. We deliver... ...across the U.S. and internationally, NV5 helps clients plan... ...The position can be based in one of our offices... ...Olympia, Seattle, or Vancouver, WA. As part of our... ...impact and grow with us, we look forward to hearing...Private clientWork at officeLocal areaRemote work$116.2k - $212.9k
...aspects of corporate and private equity acquisitions... ...issues, including US domestic and cross-... ...capital markets clients undertaking third-... ...will assist with internal restructuring and corporate... ...changes (such as Base Erosion Profit Shifting - BEPS), and advise on transactions...InternationalPrivate clientFull timeSummer holidayImmediate startFlexible hoursShift work- ...evaluations, permitting, and implementation stages. Our client base includes a diverse mix of industrial, commercial,... ...clients. Geosyntec is an innovative, international engineering and consulting firm serving private and public‑sector clients to address new ventures...InternationalPrivate clientFor contractorsWork at officeNight shift
- ...evaluations, permitting, and implementation stages. Our client base includes a diverse mix of industrial, commercial,... ...clients. Geosyntec is an innovative, international engineering and consulting firm serving private and public‑sector clients to address new ventures...InternationalPrivate clientFor contractorsWork at officeNight shift
$91.1k - $150.2k
...better working world. The International Tax and Transaction... ...competencies focused on advising corporate and private equity clients on all aspects of their capital... ...where you’ll be rewarded based on your performance and... ...geographic locations in the US is $91,100 to $150,200....InternationalPrivate clientFull timeWork experience placementSummer holidayFlexible hours$285.36k
...Hospice MD/DO - Vancouver, WA Vancouver, WA | Physician | Full Time... ...Starting salary of $285,355 based on a 1.0FTE Generous employment... ...10 minutes away from Portland International Airport and Washington state has no income tax! About Us: PeaceHealth, based in...InternationalFull timeWork at officeLocal areaRelocationRelocation package$17 - $25 per hour
...MedVet in Vancouver, WA, is seeking a Client Service Representative to provide superior service and ensure smooth client interactions. This role requires... ...The position offers a compensation range of $17.00 to $25.00 per hour based on skills and experience. #J-18808-Ljbffr...Hourly pay$40 per hour
...the stay for every guest. The Hilton Vancouver Washington is looking for a room attendant... ...offers convenient access to Portland International Airport. With 226 rooms, the hotel is just... .... Our award-winning culture has earned us repeated recognition on the World's Best...InternationalFull timeLocal areaWorldwideShift workNight shiftWeekend workAfternoon shift$25 - $28.85 per hour
...business.” Do you enjoy helping clients get off to a great start?... ...a growing software company based in Vancouver, WA, proudly delivering the... ...liaison between the client and internal teams, the Onboarding... ...Support operational efficiency by advising clients on best practices...Hourly payFull timeWork at officeWork from homeMonday to FridayShift work$80k - $135k
...provided roster of high-net-worth clients. Since 1995, Fisher... ...specialized approach focused on our private clients. With a firm structure... ...States. You will partner with our internal portfolio decision-makers,... ...Compensation: $80,000 - $135,000 base salary per year in the state...Private clientWork experience placementWork at officeWork from home- ...Job: In-Home Caregiver Location: Vancouver, WA Work Setting: Client Homes (On-Site) Employement Type... ...care to health plan members and private clients in your area. If you're passionate... ...on finding you the right matches - based on location, client needs, and your...Private clientDaily paidContract workPart timeCurrently hiringShift work
$80k - $105k
...developing a career assisting clients reach their long-term... ...role within our Private Client Group. As you progress... ...(IPC) and our US clients Connect with... ...working directly with internal departments to fulfill... ...~$80,000 - $105,000 base salary per year in the...Private clientWork at officeWork from home$120.97k
...Description CDM Smith is seeking an Industrial Client Service Leader with a strong industrial... ...contributes by: This position can be based in any of our CDM Smith offices.... ...of related experience. Domestic and/or international travel may be required. The frequency of...InternationalTemporary workH1b- ...specific needs of our Civilian, Defense, and Private-Industry clients. Our processes are catered to guarantee... ...QUALIFICATIONS: Must be US citizen and Clearable to get a Federal... ...establish facts and draw valid conclusions based on facts. Manager participates in prioritization...Private clientWork at office
$17.13 - $18 per hour
...Location: 12512 NE Fourth Plain Blvd, Vancouver, Washington 98682 United States of America... ...and services. Use smartphone-based U-Scan technology to manage rentals and... ...its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to...InternationalHourly payStart working todayLocal area$130k - $200k
...Environmental Permitting Project Manager/Client Team Leader Water and Environment Jobs with... ...regulations. Guide municipalities, utilities, and private sector clients through complex regulatory... ...commitment to improving the world around us. As a member of our team, you will have...Private clientContract workWork at officeLocal areaFlexible hours$177.5k - $275.2k
...we build communities. Together with our US Federal clients we live, work and raise our families in those local, national, or international communities. We are seeking an experienced... ...Demonstrated positive collaboration across Stantec based on feedback from internal colleagues....InternationalFull timeTemporary workPart timeWork experience placementCasual workLocal areaRemote workFlexible hours
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