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.
Regional Vice President
🔥 0 minutes ago
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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 high-net-worth prospective clients who have expressed interest in learning more about our services • Meet with clients to learn more about their financial situation and educate them about how we may be able to help • Highly entrepreneurial; involves warm initial calls and in-person selling to develop new business • Supported by dedicated research, operations and client service groups who manage all aspects of portfolio management, account setup and ongoing client service
🎯 Requirements
• 5+ years of success selling to high-net-worth individuals • CME 1 certified is preferred; CFA or similar education is beneficial • Motivated mindset to set and reach goals • Calculated risk-taker; willing to win-some, lose some • Optimistic outlook; see failures as opportunities to improve and find solutions • High activity orientation and persistent through setbacks • Ability to connect with a wide array of audiences through dynamic interpersonal skills • Highly ethical and professional
🏖️ Benefits
• Unmatched service • Personalised investing approach • Array of benefits
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