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.
Verbonden agent, België
🔥 51 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
• Call high-net-worth leads provided by Fisher, qualify prospects, and schedule face-to-face appointments • Meet prospective clients to gather new clients and assets for the firm • Conduct extensive non-cold calling and direct consultative selling to close business • Focus entirely on acquisition, with no administrative or after-sales activities • Sell to high-net-worth individuals • Bring on new private clients with more than €350,000 in liquid assets • Use Fisher-generated leads and marketing materials • Develop an understanding of Fisher Investments’ market philosophy through training • Report directly to the Managing Director
🎯 Requirements
• Consistent and quantifiable individual sales success with stock market investors • 5+ years of success selling to high-net-worth individuals • Quantifiable track record in closing new investor business • Motivated mindset to set and reach goals • Willingness to take calculated risks and handle wins and losses • Optimistic outlook and ability to turn failures into improvement opportunities • High activity orientation and persistence through setbacks • Ability to connect with a wide array of audiences through dynamic interpersonal skills • Highly ethical and professional • Work as an independent contractor (tied agent)
🏖️ Benefits
• Uncapped earning potential • Constant flow of leads generated by Fisher • Marketing materials provided • Training sessions ranging from Capital Markets to sales training • Support from dedicated portfolio management and client service groups • Separation of job responsibilities so you can dedicate 100% of your time to sales • Full-time work from home opportunity • Client assets held at recognized European custodians • 99% client retention rate • Transparent fee structure aligned with client priorities
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