International Private Client Adviser (US Based) - Canadian Clients

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.

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

This role offers uncapped performance-based compensation

About the Role

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

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

Schedule

No travel required as this position is focused on phone-based sales or virtual connections

Pay

Uncapped performance-based compensation