International Investment Counselor (US Based) - Canadian Clients

Fisher Investments • Tampa, FL

42d • Onsite

About The Position

Fisher Investments International is seeking an International Investment Counsellor to service a roster of high-net-worth clients living in Canada, while based in the United States. This role is part of a specialized approach focused on private clients, with a firm structure that separates sales and client service, meaning no prospecting is required. The opportunity allows individuals to use their finance experience to better the investment universe. As an International Investment Counsellor, you will be the voice of Fisher Investments to clients in Canada, partnering with internal portfolio decision-makers, research teams, client service associates, and the sales team. The firm is a fee-only fiduciary, ensuring compensation aligns with client interests without commissions. A unique training program offers elevated finance and capital markets education. You will report to a group manager with relevant experience to assist in navigating client relationships and provide personalized career development. This is an onsite position located in Tampa, FL.

Requirements

• CFA (passed any level) and Series 65 (company will assist in obtaining upon starting).
• 4+ years of experience with portfolio management and client relationship building.
• Bachelor's degree.
• A thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Work with Canadian clients to build a trusting and professional relationship.
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure alignment with long-term financial goals.
• Educate clients on the firm's top-down portfolio strategy, their investments, important market events, and the competitive landscape.
• Rely on the sales team to gradually build your roster of high-net-worth clients within the first year.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level