Fisher Investments
1001 - 5000 employees
Founded 1979
💸 Finance
💳 Fintech
👥 B2C
💰 Private Equity Round on 2024-06
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
Private Client Director
🕒 July 7
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Fisher Investments
1001 - 5000 employees
Founded 1979
💸 Finance
💳 Fintech
👥 B2C
💰 Private Equity Round on 2024-06
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
📋 Description
• Contact leads generated by FIA’s marketing group • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions • Educate prospective clients on the variety of FIA's offerings • Help qualified wholesale investors become FIA clients
🎯 Requirements
• 5+ years experience selling financial services to private investors qualifying as wholesale clients • Clean record with ASIC and APRA • Multi-year track record of success acquiring high-net-worth private wholesale clients • Experience in high-volume phone activity and in-person meetings
🏖️ Benefits
• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base • 20 days of annual leave, in addition to 10 paid holidays • Employee Assistance Program and other emotional wellbeing services • $10,000* fertility, hormonal health and family-forming benefit • A collaborative working environment that practises ongoing training, educational support and employee appreciation events
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