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Website: fisherinvestments.com
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Fisher Investments - Camas, Clark County Position Summary The International Private Client Adviser (US Based) position at Fisher Investments offers a sales-focused role for financial professionals who hold CFA Level 1 or above. This part-time opportunity involves engaging with high-net-worth individuals in Canada through phone conversations, leveraging provided qualified leads to build relationships and drive business growth. Key Responsibilities Engage over the phone with high-net-worth Canadian clients expressing interest in Fisher Investments Leverage well-defined promotion opportunities for client engagement Build and maintain strong relationships with potential clients Contribute to sales targets through effective communication and relationship management What You Bring CFA Level 1 or above certification Strong phone communication skills for client engagement Aptitude for building and maintaining relationships with high-net-worth individuals Demonstrated ability to meet sales targets through effective client management More About Fisher Investments Fisher Investments is a leading investment management firm dedicated to providing exceptional service and support. Our team of experienced professionals offers a unique blend of expertise and commitment, ensuring that our clients receive the highest level of care and attention. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Join us in making a difference for high-net-worth Canadian clients through our commitment to excellence and personalized service.
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