Private Client Adviser, Inside Sales; CFA

Fisher Investments is seeking a Private Client Adviser – Inside Sales to engage Canadian high-net-worth individuals by phone from our Plano, Texas office. The role emphasizes solutions-based conversations and relationship-building with qualified prospects.

You will join a team that provides sales support, client service, and marketing, reporting to the Inside Sales Manager. This is an in-office role focused on Canada-based clients with opportunities for growth.

We are looking to fill the Private Client Adviser, Inside Sales (CFA1+) position at Jobtome in Plano, KY, United States.

Join Jobtome and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Private Client Adviser, Inside Sales (CFA1+) role at Jobtome, based in Plano, KY, United States.