Inside Sales: Private Client Adviser (Canada)

A global investment firm is seeking a Private Client Adviser in Plano, Texas. This role involves engaging with Canadian high-net-worth clients through phone calls, analyzing their financial needs, and offering investment solutions. Candidates must have a minimum of 2 years in financial services and a CFA Level 1. The position offers uncapped performance-based compensation and an inclusive culture with exceptional benefits, including comprehensive health coverage and generous PTO. #J-18808-Ljbffr