Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:<ul><li>Work with our Canadian clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li></ul>Qualifications:<ul><li>CFA (passed any level) and Series 65 (we will help you obtain upon starting)</li><li>4+ years of experience with portfolio management and client relationship building</li><li>Bachelor's degree</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Financial Consultant

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:<ul><li>Work with our UK clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li><li>Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities</li></ul>Your Qualifications:<ul><li>Bachelor's degree or equivalent work experience</li><li>2+ years of experience in asset management, financial and client services</li><li>Required to pass the Series 65 exam or equivalent</li><li>Achieve results and provide unparalleled service</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:<ul><li>Work with our Canadian clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li></ul>Qualifications:<ul><li>CFA (passed any level) and Series 65 (we will help you obtain upon starting)</li><li>4+ years of experience with portfolio management and client relationship building</li><li>Bachelor's degree</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>Compensation:<ul><li>$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience</li><li>Eligible for discretionary bonus based on firm and individual performance</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: <ul><li>Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li></ul>Your Qualifications:<ul><li>2+ years of instilling trust and building client relationship within the finance industry</li><li>Series 65 (we will help you obtain upon starting)</li><li>Bachelor's degree or equivalent work experience</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>Compensation:<ul><li> $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.</li><li>Eligible for a discretionary bonus based on firm and individual performance</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:<ul><li>Work with our UK clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li><li>Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities</li></ul>Your Qualifications:<ul><li>Bachelor's degree or equivalent work experience</li><li>2+ years of experience in asset management, financial and client services</li><li>Required to pass the Series 65 exam or equivalent</li><li>Achieve results and provide unparalleled service</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>Compensation:<ul><li>$80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience</li><li>Eligible for discretionary bonus based on firm and individual performance</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.  The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.  Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.  This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:<ul><li>Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients</li><li>Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals</li><li>Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events</li><li>Respond and manage client communication while working directly with internal departments to fulfill client operational requests</li></ul>Your Qualifications:<ul><li>1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting</li><li>Bachelor’s degree or equivalent combination of education and experience required</li><li>Required to pass the Series 65 (we provide robust training and support once you start) </li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.  The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.  Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.  This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:<ul><li>Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients</li><li>Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals</li><li>Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events</li><li>Respond and manage client communication while working directly with internal departments to fulfill client operational requests</li></ul>Your Qualifications:<ul><li>1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting</li><li>Bachelor’s degree or equivalent combination of education and experience required</li><li>Required to pass the Series 65 (we provide robust training and support once you start) </li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>Compensation:<ul><li>$80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.</li><li>Eligible for a discretionary bonus based on firm and individual performance</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. </li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: <ul><li>Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li></ul>Your Qualifications:<ul><li>2+ years of instilling trust and building client relationship within the finance industry</li><li>Series 65 (we will help you obtain upon starting)</li><li>Bachelor's degree or equivalent work experience</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.  The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.  Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.  This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:<ul><li>Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients</li><li>Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals</li><li>Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events</li><li>Respond and manage client communication while working directly with internal departments to fulfill client operational requests</li></ul>Your Qualifications:<ul><li>1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting</li><li>Bachelor’s degree or equivalent combination of education and experience required</li><li>Required to pass the Series 65 (we provide robust training and support once you start) </li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. </li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:<ul><li>Work with our UK clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li><li>Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities</li></ul>Your Qualifications:<ul><li>Bachelor's degree or equivalent work experience</li><li>2+ years of experience in asset management, financial and client services</li><li>Required to pass the Series 65 exam or equivalent</li><li>Achieve results and provide unparalleled service</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:<ul><li>Work with our Canadian clients to build a trusting and professional relationship</li><li>Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals</li><li>Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape</li><li>Rely on our sales team to gradually build your roster of high-net-worth clients within the first year</li></ul>Qualifications:<ul><li>CFA (passed any level) and Series 65 (we will help you obtain upon starting)</li><li>4+ years of experience with portfolio management and client relationship building</li><li>Bachelor's degree</li><li>A thoughtful consultative approach with an emphasis on client focus</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Access resources to advance your job search and career growth.

Tools & Training

Explore a wide range of job opportunities that match your skills and career goals.

Search Jobs

Create a professional resume that captures the attention of top employers with our easy-to-use tool.

Resume Builder

Prepare for your next interview with our expert tips and strategies.

Interview Prep

Discover in-depth profiles of leading employers to find your ideal workplace.

Search Companies

Develop in-demand skills with curated courses for today’s job market.

Courses

Access career resources and job postings anytime, anywhere with our app.

Mobile App

Source skilled, diverse talent and build your team.

Talent Acquisition

Access skilled, diverse talent ready to excel via our AI-driven platform, virtual events, and recruitment services.

CareerCircle TalentConnect

Transform your workforce and hiring practices with targeted diversity and disability inclusion trainings.

InclusiveU

Broaden your talent pool with dedicated support for professionals with disabilities.

Getting Hired Powered by CareerCircle

Mission aligned solutions supporting Non-Profit Organizations, Educational Institutions, and Local Workforce Development Boards.

Upskilling & Job Advocacy

Upskilling solutions designed to empower members with in-demand skills training and ongoing support for successful certificate completion.

CareerReady

Job advocacy solutions to connect job seekers to inclusive employers through dedicated recruiting support.

CareerAdvocacy

Learn how we connect underserved communities with careers and build skilled, diverse talent pipelines.

About CareerCircle

Discover answers to common questions and gain insights into our goals and services.

Reach out to us for inquiries, support, or to learn more about our mission and services.

Contact

Explore our blog for latest news and trends for job seekers and employers.

Blog

Access our virtual career fairs, job seeker workshops, and employer focused webinars.

Events

Discover real-life success stories of how we’re transforming lives and building skilled, diverse talent pipelines.

Case Studies

Get the latest news and updates on our mission, partnerships, and community impact.

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