More jobs:
Cross-Border Investment Counselor - CFA, Client-Focused
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-05
Listing for:
Texas Counseling Association
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fisher Investments is seeking an International Investment Counsellor to serve Canadian clients from the United States, based in Plano, TX. You will work with portfolio decision-makers, research teams, client service associates, and a renowned sales team to provide fiduciary, fee-only service without commissions.
Qualified candidates hold CFA Level I, Series 65 (assistance to obtain), and have 4+ years in portfolio management and client relationships, plus a Bachelor's degree.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×