International Investment Counselor (US Based) - Canadian Clients
$120,000–$120,000 year
On-siteTampa, Florida, United States
Tampa, Florida, United StatesOn-siteFull Time$120,000–$120,000 yearBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Build trusting relationships with Canadian high-net-worth clients while working from the United States. Proactively connect quarterly to review asset allocation and ensure progress toward long-term financial goals. Educate clients on the firm's top-down portfolio strategy, their investments, and key market events. Rely on the internal sales team to gradually expand your client roster within the first year. This onsite position in Tampa, FL, reports to a group manager who provides personalized career development.
Required Qualifications
- CFA (passed any level)
- Series 65
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focus
- Currently a CFA Level 1 holder working in the United States
- Service clients living in Canada
- This onsite position is located in Tampa, FL
- Work from the United States
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