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. As a Canadian Account Executive, you will engage ov…
Skills: Inside Sales, Lead Conversion, Communication, Persuasion, Relationship Building
Camas, Washington, United States · On-site
$100k/yr
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 · Hybrid
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
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Phone Sales
Plano, Texas, United States · Hybrid
Overview It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for…
Skills: Azure Cloud Services, Terraform, Kubernetes, Infrastructure as Code, CI/CD Pipelines
Tampa, Florida, United States · Hybrid
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 Strategy, Asset Allocation, Consultative Selling
Camas, Washington, United States · Hybrid
$160k–$215k/yr
Overview It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for…
Skills: Azure Cloud Services, Terraform, Kubernetes, Infrastructure as Code, CI/CD Pipelines
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 an Account Executive, you pick up the phone and …
Skills: Sales Techniques, Communication, Persuasion, Relationship Building, Lead Qualification
Plano, Texas, United States · Hybrid
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, Portfolio Strategy, Asset Allocation, Consultative Selling
Heredia, Costa Rica · On-site
Overview Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and persona…
Skills: Client Relationship Management, Operational Expertise, Financial Market Knowledge, Written English, Verbal English
Plano, Texas, 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, Persuasion
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Phone Sales
Tampa, Florida, 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, Persuasion
Tampa, Florida, United States · Hybrid
Overview It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for…
Skills: Azure Cloud Services, Terraform, Kubernetes, Infrastructure as Code, CI/CD Pipelines
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Phone Sales
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Sales Conversion, Financial Analysis, Phone Sales, Client Relationship Management
Rodenbach, Rhineland-Palatinate, Germany · On-site
Übersicht Ihre Chance: In der Rolle des Client Service Associates (m/w/d) koordinieren Sie Anfragen unserer KundInnen, indem Sie eng mit unseren internen Abteilungen zusammenarbeiten, um unseren KundInnen den bestmöglich…
Skills: Customer Service, Administrative Management, Contract Processing, MS Office, English Fluency
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: Stellen Sie sich vor, Sie kommen in ein Vertriebsumfeld, das von motivierten, aufmerksamen und leidenschaftlichen Menschen umgeben ist, die sich dafür einsetzen, die finanzielle Zukunft unserer Kun…
Skills: Sales Techniques, Communication Skills, Goal Orientation, Result Orientation, Professional Appearance
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: In der Rolle des Client Service Associates (m/w/d) koordinieren Sie Anfragen unserer KundInnen, indem Sie eng mit unseren internen Abteilungen zusammenarbeiten, um unseren KundInnen den bestmöglich…
Skills: Customer Service, Administrative Management, Contract Processing, MS Office, English Fluency
Rodenbach, Rhineland-Palatinate, Germany · On-site
Übersicht Ihre Chance: Als Investmentberater (m/w/d) agieren Sie als Sprachrohr unserer KundInnen. Sie arbeiten mit unserem internationalen Portfolio Management und unseren Vertriebsdirektoren zusammen, um unseren KundIn…
Skills: Investment Advisory, Customer Relationship Management, Capital Markets Knowledge, Securities, English Fluency
Camas, Washington, United States • On-site
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Engage with high-net-worth individuals over the phone to determine their financial goals and educate them on services. The primary objective is to arrange meetings between prospects and Private Client Advisers.
No prior sales experience or industry knowledge is required for this role. Candidates must demonstrate drive, the ability to instill trust, strong communication skills, and a commitment to improvement.
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 Camas, WA.
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
