International Investment Counselor (US Based) - Canadian Clients
$120,000–$120,000 year
On-sitePlano, Texas, United States
Plano, Texas, 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 remotely from the United States. Proactively connect quarterly to review asset allocation and ensure alignment with long-term financial goals. Educate clients on top-down portfolio strategy, investments, market events, and the competitive landscape. Rely on the internal sales team to gradually expand your roster of clients within the first year. This onsite position is located in Plano, TX.
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 Plano, TX
- Work from the United States
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