Fisher Investments Jobs (7)

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

• Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
• Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

• Bachelor’s degree, or equivalent combination of education and experience
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

• $50,000 - $65,000 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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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 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.

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
• 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, 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

Compensation :

• Commission / variable pay based position - $50,000 base salary with step downs to $32,800 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

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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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 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.

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
• 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, 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

Compensation :

• Commission / variable pay based position - $50,000 base salary with step downs to $32,800 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

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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

• Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
• Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

• Bachelor’s degree, or equivalent combination of education and experience
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

• $50,000 - $65,000 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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

• Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
• Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

• Bachelor’s degree, or equivalent combination of education and experience
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

• $50,000 - $65,000 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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

• Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
• Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

• Bachelor’s degree, or equivalent combination of education and experience
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

• $50,000 - $65,000 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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Payroll Project Manager

Fisher Investments Tampa, Florida

Are you thrilled by creating positive change using technology and collaboration? In a global payroll environment, you will support and lead projects, and improvements within our payroll platform.

If you are looking for a motivated and supportive environment to promote your current skills and learn new ones, we want to hear from you!

The Opportunity :

At Fisher Investments, our payroll team works together to ensure the accuracy of payroll processing through systems that are performing efficiently.

As a Payroll Project Manager, you will play an important part maintaining and improving the performance of the system by coordinating and leading projects within our payroll platform.

You will contribute to building and testing new processes and technologies, utilizing your experiences to standardize complex processes, while working with a team of experienced and dedicated professionals across multiple business units.

You will report to the AVP of Payroll for support and development.

The Day-to-Day :

Provide technical support for payroll system, resolving end-user issues and errors

Help with development and rollout of new payroll applications

Lead new and ongoing projects supporting payroll technology

Produce custom reports within payroll and Human Capital systems

Create and standardize payroll processes

Gather and translate business requirements into specifications

Your Qualifications :

Bachelor's Degree in Computer Science, Business Management, Information systems or related field

3+ years of experience providing technical support for a Payroll or HRIS platform

1+ year of experience coordinating projects

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 (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER