About this role
International Investment Counselor (US Based) - Canadian Clients at Fisher Investments. Location: Plano, Texas, United States. Role: managing portfolios, building relationships, educating clients Requirements: CFA (any level) and Series 65 (assistance provided), 4+ years portfolio management and client relationship experience, Bachelor's degree required, consultative client focus. Category: Finance and Accounting Seniority: Mid Level Certifications: cfa, series 65 Commitment: Full Time Workplace: Onsite Languages: English