International Investment Counselor (US Based) - Canadian Clients

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.

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 we're 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)
• Series 65 (will be obtained 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

Pay

$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.

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 weeks Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

About the Role

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.