Client Development Professional - Bridge Program

At a Glance:

Statement of Interest: No 

Contact: Cliff Mackay

Shadow: Request Here

Bridge Program Overview:

PCGI is relaunching our GLOBAL CDP Bridge Program!

This program is designed to give professional-level FIers first-hand experience of what it’s like to be a Client Development Professional (CDP) and what it takes to excel in the role. We are seeking participants who are ambitious, results-driven, and have a strong track record of delivering exceptional client outcomes.

What to Expect:

• The PCGI CDP Bridge is a 4–8-week development program requiring a 2–3 hour weekly commitment.
• The training focuses on learning the CD additions process and developing the capabilities needed to help clients consolidate their investments with Fisher Investments.

You will gain exposure through:

• Classroom training + training videos
• Shadow sessions with top CDPs and Salespeople
• Roleplays with structured feedback and clear takeaways
• Evaluations to assess your potential fit for the CDP role
• Ongoing coaching to help you fine-tune your approach and understand what it takes to be successful in CD

Minimum Qualifications

• 2+ years of FI tenure preferred
• Financial licensure (Series 65 required for UK CDP & CAN CDP)
• IC experience preferred
• Sales experience preferred
• TL/GVP Approval required
• Must work with DE, UK, NL, SE, DK, CA, IT, BE, ES, AU, NO, or IE based clients.

We will conduct a preliminary screen of applicants based on eligibility, performance and manager feedback. You may not receive an invitation to participate and participation does not guarantee additional opportunities. If you’d like to know more about PCGI Client Development Professional Bridge Program, please reach out to Cliff Mackay, Alex Pean, or Sebastian Berberich.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER