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Full-time
bachelor degree
Paid internship, Professional development, Mentorship, Training
Posted 4d ago
Apply by Sep 8
~40 hrs/week
Responsibilities
Interns will process lead requests within a CRM database and communicate the firm's value proposition to high-net-worth investors. They will also participate in professional development programs, engage with firm leaders, and collaborate on team projects.
Requirements
Candidates must be currently attending an accredited university with an expected graduation date between December 2027 and August 2028. Applicants must be able to relocate and work in person at one of the designated office locations for the duration of the 10-week program.
Full job description
Overview
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 our Sales Interns and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point. Whether or not you have a finance or sales background, your possibilities here are endless. We hire from all majors because the diversity of backgrounds helps us achieve our goals in new ways.
The Opportunity:
During our 10-week paid summer sales internship program, you will receive hands-on training, sales experience, and dedicated mentorship to support your development as a sales professional. You will be trained on our sales approach, which prioritizes creating a deep understanding of the client’s financial goals. In addition to sales training, you will participate in professional development where you will have the chance to engage with firm leaders, learn about our culture, and network.
The Day-to-Day:
Access to our sales and financial training classes, sales teams and top-level salespeople
Process lead requests within our CRM database for top level salespeople and work with multiple departments across the firm
Communicate Fisher’s value proposition to high-net worth investors – we provide you warm leads from our marketing team
Gain exposure to upper management and work in a vibrant and energized environment that values collaboration
Engage with fellow interns through projects and competitions
Take part in professional development programming to enhance your skills
Develop competencies required for success in future opportunities across full cycle sales, service, or operations positions within the firm
Your Qualifications:
Attending an accredited university graduating between December 2027 and August 2028
No prior sales experience or industry knowledge required
Ability to relocate and attend in person for 10 weeks at Fisher Investment in Camas, WA; Plano, TX, or Tampa, FL
Successful sales interns will demonstrate the following:
Proven track record of success setting and achieving both personal and professional goals
Interest in educating prospective clients on the benefits of our unique approach
Experience using compelling arguments to gain the support and commitment of others
You're excited about developing sales skills
Program Dates and Locations:
Camas, WA: June 9 – August 13, 2027
Plano, TX + Tampa, FL: May 24 – July 30, 2027
Why Fisher Investments:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
#LI-DNI
Related keywords
SalesInternshipFinanceCRMLead generationHigh-net worth investorsProfessional developmentMentorshipFinancial goalsClient relationsCollaborationInvestmentBusiness development
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
How many Management & Leadership jobs are open in Plano, TX right now?
There are currently 1,841 open management & leadership positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include JPMorganChase, Samsung Electronics France, Capital One, PepsiCo, NTT DATA North America, among others. Browse the listings above to see every active employer.
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