Financial Counselor
Company: Fisher Investments
Location: Clearwater
Posted on: September 23, 2024
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Job Description:
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 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 don't 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. -The Opportunity: -As an 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, you'll 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
firm's 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 Tampa, FL. -The Day-to-Day: -As
a Canadian Investment Counsellor, you are the central voice of
Fisher Investments Canada, working from the United States. You
will:
Keywords: Fisher Investments, Clearwater , Financial Counselor, Accounting, Auditing , Clearwater, Florida
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here to apply!
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