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Fisher Investments Careers
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  • 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 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. 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
  • Commissions Analyst  

    - Multnomah County
    Fisher Investments is growing quickly in its reach, both domestically... Read More
    Fisher Investments is growing quickly in its reach, both domestically and abroad, which means there is an ever-increasing amount of demand to compensate our Salespeople on their successes. Keeping them motivated to achieve future growth is critical, and our Commissions Team is an important part of that. The Opportunity: The Commissions Team drives the execution of our commission plans by applying information from important applications across the firm, completing complex data calculations to building the commission plans across all product lines and business entities. As a Commission Analyst, you will join a group that is not only trusted to deliver accurate results, but also partners with our sales and management teams across the globe. The-Day-to-Day Process monthly and quarterly commissions and bonuses from end-to-end ( you will work on the entire process from data sourcing, calculations and statements, all the way through to payroll) Implement contracts by translating written agreements with employees into usable, mathematical equations Review data outputs to identify and eliminate financial discrepancies related to commission payouts Build accurate and scalable systems while taking into account efficiency and process Perform financial data analytics to identify trends, concerns and areas for process and reporting improvements Ensure high-level goals of the contracts are being achieved Audit transaction level data for accuracy Prepare various monthly and ad hoc reports Collaborate with the Commissions team to automate and improve processes Your Qualifications: 5+ years of experience with data warehousing and data mining Bachelor's degree (Advanced degree preferred) or a combination of commensurate experience Advanced Excel (can perform complex functions) and Microsoft Access experience Intermediate mathematic skills and experience auditing large datasets Experience with financial reporting Compensation: 70,000 - $105,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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

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