Welcome page Returning Candidate? Log back in! Canadian Client Development Vice President Location US-TX-Plano Category Sales Job ID 2024-14543 Overview

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

 

Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more.  This onsite position is located in Camas, WA.

The Day-to-Day:

Evaluate opportunities to consolidate a client’s outside assets with Fisher InvestmentsReview personal financial situations and provide solutionsCultivate referrals by providing exceptional serviceConduct meetings with prospects and clients virtually and in-personConvey and present our firm’s investment management strategies

 Your Qualifications:

5+ years’ experience in client-facing or production-based roles in Financial ServicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsUnderstanding of capital markets and investment productsMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetings

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care$10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Options Apply for this job onlineApply Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Interested in this opportunity? Application FAQs

Software Powered by iCIMS
www.icims.com