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

Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed

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

Pay

This role offers uncapped performance-based compensation

Schedule

This is an in-office job located in Camas, WA.