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Fisher Investments
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  • Stop prospecting! Come join our firm as an Investment Counselor for a... Read More
    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Financial Consultant  

    - Pasco County
    Do you have an interest in working in the United States with high-net-... Read More
    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Calling all financial professionals who hold a CFA Level 1 or above an... Read More
    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Calling all financial professionals who hold a CFA Level 1 or above an... Read More
    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. If you want to know about the requirements for this role, read on for all the relevant information. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. xuwmhxw We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Calling all financial professionals who hold a CFA Level 1 or above an... Read More
    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. xuwmhxw We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Canadian Account Executive Imagine walking into a sales environment su... Read More
    Canadian Account Executive Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser. The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This is an in-office job located in Plano, TX. The Day-to-Day: Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of prospects Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Our marketing team will provide you with warm leads, which means no cold calling Your Qualifications: No prior sales experience or industry knowledge needed Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less
  • Account Executive Manager  

    - Hillsborough County
    In this role, you will oversee a team of A - Es to help us reach depar... Read More
    In this role, you will oversee a team of A - Es to help us reach departmental goals, provide ongoing coaching, training, and performance feedback to support team growth. No individual production is required for leadership. You will be supported by a Account Executive, Manager, Executive, Business Services, Support, Development Read Less
  • Sales Account Executive - Entry Level  

    - Hillsborough County
    Imagine walking into a sales environment surrounded by motivated, thou... Read More
    Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments' materials. Using sales techniques, you'll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Tampa, FL where you will report to your manager who will sit in the pod with you and guide you in the sales process. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher's value proposition to high-net worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Your Qualifications: No prior sales experience or industry knowledge needed Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others, and look out for others' best interests Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERbfb3568a-762b-4989-884b-a9682aa104ca Read Less
  • The Account Executive position is both a rewarding and engaging role.... Read More
    The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Cam Account Executive, Sales, Executive, Entry Level, Business Services Read Less
  • Sales Account Executive Entry Level  

    - Clark County
    Account Executive Imagine walking into a sales environment surrounded... Read More
    Account Executive Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments' materials. Using sales techniques, you'll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Camas, WA where you will report to your manager who will sit in the pod with you and guide you in the sales process. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. Communicate Fisher's value proposition to high-net worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy No prior sales experience or industry knowledge needed Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others, and look out for others' best interests Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement Commission/variable pay based position - $50,000 base salary with step downs to $35,630.40 in the state of WA; compensation includes an appointment held fee and a percentage of estimated first year's management fees for new business closed by the firm's regional representative Over the last 3 years, approximately 40% of our Account Executives have made over $100,000 in their first year in the role We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Read Less

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