Canadian Client Development Vice President

Company: Fisher Investments
Location: Clearwater
Posted on: October 16, 2024

Job Description:

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 Investments
• Review personal financial situations and provide solutions
• Cultivate referrals by providing exceptional service
• Conduct meetings with prospects and clients virtually and in-person
• Convey and present our firm's investment management strategies -Your Qualifications:
  • 5+ years' experience in client-facing or production-based roles in Financial Services
  • CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
  • Understanding of capital markets and investment products
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetingsWhy 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 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, adoption assistance and back-up child care
    • $10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Town-n-Country , Canadian Client Development Vice President, Executive , Clearwater, Florida