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Full-time
bachelor degree, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Match, Paid Time Off, Paid Holidays
Posted 67d ago
Apply by Jul 7
~40 hrs/week
Responsibilities
Engage with high-net-worth Canadian prospects via phone to review their financial situations and provide investment solutions. Help qualified investors become clients of Fisher Investments while utilizing advanced phone sales techniques.
Requirements
Requires a Bachelor's degree and at least 2 years of experience in financial services. Candidates must have passed CFA Level 1 and possess 24 months of portfolio management experience within the last 5 years.
Full job description
Overview
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
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. This is an in-office job located in Plano, TX.
The Day-to-Day:
Be the voice of Fisher Investments to prospective Canadian clients
Review prospects' personal financial situation and provide solutions
Help qualified Canadian private investors become clients of Fisher Investments
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your 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
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 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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
Careers Page: https://www.fisherinvestments.com/en-us/careers
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
How many Sales jobs are open in Plano, TX right now?
There are currently 632 open sales positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Plano, TX?
Companies currently hiring include Samsung Electronics France, JPMorganChase, NTT DATA North America, Saks Fifth Avenue, Capital One, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Plano, TX?
Yes — 122 of the 632 open sales positions offer remote or hybrid work (39 remote, 83 hybrid).
How do I apply for Sales jobs in Plano, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.