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
🕒 January 8
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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 Fisher's marketing group • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions • Educate prospective clients on FIA's offerings • Help qualified wholesale investors become FIA clients
🎯 Requirements
• 5+ years experience selling financial services or investment products directly to high-net-worth investors • Clean record with regulatory authorities • Multi-year track record of success acquiring high-net-worth private wholesale clients • Experience in high-volume phone-based sales 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 • Kiwi Saver Contributions • 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 event
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