Tampa, Florida, United States · Hybrid
Overview Are you interested in enterprise risk management? Fisher Investments is looking for an Enterprise Risk Management (ERM) Data Management and Reporting Senior Analyst to help support all programs across the ERM gr…
Skills: Data Management, Data Visualization, Risk Management, Project Management, Database Management
Plano, Texas, United States · Hybrid
Overview Are you interested in enterprise risk management? Fisher Investments is looking for an Enterprise Risk Management (ERM) Data Management and Reporting Senior Analyst to help support all programs across the ERM gr…
Skills: Data Management, Data Visualization, Risk Management, Project Management, Database Management
Heredia, Costa Rica · On-site
Overview Come join our firm as an Investment Counselor and be the primary contact for a roster of assigned high-net-worth clients. Since 1995, Fisher Investments and its affiliates have developed a specialized approach f…
Skills: Client Relationship Management, Financial Market Analysis, Portfolio Strategy, Asset Allocation, Consultative Selling
Camas, Washington, United States · Hybrid
$55k–$70k/yr
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out …
Skills: Client Service, Operational Management, Account Maintenance, Client Onboarding, Communication
Plano, Texas, United States · Hybrid
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out …
Skills: Client Service, Operations Management, Account Maintenance, Client Onboarding, Communication
Frankfurt, Hesse, Germany · On-site
Übersicht Die Fisher Investments GmbH ist ein wachstumsstarker und unabhängiger Vermögensverwalter mit der Kernaufgabe, die langfristigen finanziellen Ziele der KundInnen zu erreichen. Wir leben mit der Vision, die Inves…
Skills: Compliance Monitoring, Risk Identification, Regulatory Analysis, Internal Auditing, Reporting
Camas, Washington, United States · Hybrid
$80k–$120k/yr
Overview As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi a…
Skills: Paid Media Buying, Lead Generation, Audience Strategy, Data Analysis, ROAS Optimization
Camas, Washington, United States · Hybrid
$80k–$135k/yr
Overview 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…
Skills: Client Relationship Management, Financial Planning, Investment Counseling, Asset Allocation, Consultative Selling
Camas, Washington, United States · Hybrid
Overview Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investm…
Skills: Financial Planning, Consultative Sales, Client Onboarding, Portfolio Strategy, Asset Transfer
Camas, Washington, United States · Hybrid
$80k–$135k/yr
Overview 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. Si…
Skills: Asset Management, Client Relationship Management, Financial Planning, Portfolio Strategy, UK Regulatory Compliance
Tampa, Florida, United States · Hybrid
Overview Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investm…
Skills: Financial Planning, Consultative Sales, Client Onboarding, Portfolio Strategy, Asset Transfer
Plano, Texas, United States · On-site
Overview 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 ov…
Skills: Inside Sales, Lead Conversion, Communication, Persuasion, Relationship Building
Camas, Washington, United States · On-site
Overview Looking for a role in financial services that is 100% sales-focused, offers uncapped performance-based compensation? Fisher Investments is hiring! Take your next step in your financial sales career by joining ou…
Skills: Financial Sales, Wealth Management, Phone Sales, Client Education, Portfolio Management
Camas, Washington, United States · On-site
Overview Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing …
Skills: Sales, CRM Database Management, Lead Processing, Financial Services, Communication
Canada · Remote OK
Overview Calling all financial professionals looking for a role focused 100% on sales! As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K or more in li…
Skills: Sales, Consultative Selling, Wealth Management, Client Acquisition, Financial Advising
Plano, Texas, United States · Hybrid
Overview Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investm…
Skills: Financial Planning, Consultative Sales, Client Onboarding, Portfolio Strategy, Asset Transfer
Camas, Washington, United States · On-site
Overview Overview: 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 …
Skills: Sales Techniques, Lead Generation, Communication, Persuasion, Relationship Building
Plano, Texas, United States · On-site
Overview 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 indivi…
Skills: Phone Sales, Financial Planning, Portfolio Management, Client Relationship Management, Capital Markets
Tampa, Florida, United States · On-site
Overview 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 indivi…
Skills: Phone Sales, Financial Planning, Portfolio Management, Client Relationship Management, Capital Markets
Camas, Washington, United States · Hybrid
$80k–$105k/yr
Overview Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselor…
Skills: Client Relationship Management, Financial Planning, Asset Allocation, Consultative Approach, Capital Markets Knowledge
Tampa, Florida, United States • Hybrid
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Lead the development of risk management initiatives and improve departmental efficiency through process optimization. Collect and analyze qualitative and quantitative data to create risk-focused reporting and insights for senior leadership.
Requires a bachelor's degree and at least five years of experience in data management and visualization. Experience with database management and risk or project management is preferred.
Are you interested in enterprise risk management? Fisher Investments is looking for an Enterprise Risk Management (ERM) Data Management and Reporting Senior Analyst to help support all programs across the ERM group. At Fisher Investments, your risk expertise will allow you to contribute to improvements in oversight and governance that lead to better transparency across the firm.
As an Enterprise Risk Management (ERM) Data Management and Reporting Senior Analyst, you will work to support all programs across the ERM group. Reporting to the AVP of Enterprise Risk Operations, you will work to continue the development and execution of the firm's enterprise risk management framework and monitoring program through data analysis.
The Day-to-Day:
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:
Bettering the Investment Universe
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
Bettering the Investment Universe
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
