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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
... Statistics II, Discrete Mathematics I, Discrete Mathematics II for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... Statistics II, Discrete Mathematics I, Discrete Mathematics II for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
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 ...
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 ...
Acquisition Cost Estimator - Level II
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
Acquisition Cost Estimator - Level II
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
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 ...
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 ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
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 ...
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 ...
Financial Systems Analyst - Level II
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
Financial Systems Analyst - Level II
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
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 ...
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 ...
... 2. Witness Management: - Swear in witnesses for legal proceedings - Ask pertinent questions to ... level, we want to hear from you! Please submit your application, including: - Updated resume ...
... 2. Witness Management: - Swear in witnesses for legal proceedings - Ask pertinent questions to ... level, we want to hear from you! Please submit your application, including: - Updated resume ...
... 2. Witness Management: - Swear in witnesses for legal proceedings - Ask pertinent questions to ... level, we want to hear from you! Please submit your application, including: - Updated resume ...
... 2. Witness Management: - Swear in witnesses for legal proceedings - Ask pertinent questions to ... level, we want to hear from you! Please submit your application, including: - Updated resume ...
Chartered Financial Analyst (CFA) Level I Candidate. For the Investment and Financial Services Specialist, under requirement two, equivalent combination of education and experience may be considered.
Chartered Financial Analyst (CFA) Level I Candidate. For the Investment and Financial Services Specialist, under requirement two, equivalent combination of education and experience may be considered.
... II, Advanced Managerial Accounting, Business Law for Accountant for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... II, Advanced Managerial Accounting, Business Law for Accountant for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... II, Advanced Managerial Accounting, Business Law for Accountant for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... II, Advanced Managerial Accounting, Business Law for Accountant for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
Freelance Copywriter
Los Angeles, CA · Remote
At least 2 years of experience with an ad agency or in house working with a brand marketing team ... Develop concepts and copy for both brand-level and bottom-of the-funnel initiatives * Must be able ...
Quick apply
Freelance Copywriter
Los Angeles, CA · Remote
At least 2 years of experience with an ad agency or in house working with a brand marketing team ... Develop concepts and copy for both brand-level and bottom-of the-funnel initiatives * Must be able ...
Freelance Cfa Level 2 information
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$23.52 is the 25th percentile. Wages below this are outliers.
$14.90 - $25.57
31% of jobs
The median wage is $32.14 / hr.
$25.57 - $36.23
31% of jobs
$36.23 - $46.90
4% of jobs
$56.23 is the 75th percentile. Wages above this are outliers.
$46.90 - $57.56
10% of jobs
$57.56 - $68.23
9% of jobs
$68.23 - $78.89
5% of jobs
$78.89 - $89.55
0% of jobs
$89.55 - $100.22
8% of jobs
$100.22 - $110.88
0% of jobs
$110.88 - $121.55
0% of jobs
$121.55 - $132.21
1% of jobs
$14
$47
$132
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International Private Client Adviser (US Based) - Canadian Clients
Vancouver, WA • On-site
Full-time
Medical, Dental, Vision, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Fisher Investments rating
8.5
Based on 15 frontline employees who took The Breakroom Quiz
Job description
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 Camas, WA.
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:
- Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
- 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
What Fisher Investments employees say
Pay
Benefits
Hours and flexibility
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About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979