Private Client Adviser – Inside Sales
4 months ago
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This onsite position is located in Camas, WA.
The Day-to-Day:
- Be the voice of Fisher Investments to prospective Canadian clients
- Review prospects' personal financial situation and provide solutions
- Help qualified Canadian private investors become clients of Fisher Investments
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
- No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
- 2+ years experience working in financial services
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- Bachelor's degree
- Multi-year track record of success
- Success persuading and educating prospects
Compensation:
- Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
- This role offers uncapped performance-based compensation
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
-
Private Client Adviser Inside Sales
3 weeks ago
Gresham, OR, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Private Client Adviser Inside Sales
3 weeks ago
Arlington, TX, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Private Client Adviser
4 months ago
Plano, TX, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Private Client Adviser
4 months ago
Camas, WA, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Private Client Adviser – Inside Sales
2 weeks ago
Gresham, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Private Client Adviser – Inside Sales
4 months ago
Garland, TX, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...
-
Inside Sales Rep
4 weeks ago
Fort Lauderdale, FL, United States Advisors Fort Lauderdale Full timeInside Sales Rep We are looking for career minded individuals. This is not a job, it's a lifestyle. As an Inside Sales Rep, you'll work directly with America's self-employed small business owners and individuals to help them access an array of innovative and affordable benefit solutions. As demand for our products continue to increase, you will advise...
-
Account Executive
3 weeks ago
Gresham, United States Fisher Investments Full timeImagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...
-
Inside Sales Rep PA
2 months ago
Quakertown, PA, United States Pennsylvania Advisors Full timeInside Sales Rep We are looking for career minded individuals. This is not a job, it's a lifestyle. As an Inside Sales Rep, you'll work directly with America's self-employed small business owners and individuals to help them access an array of innovative and affordable benefit solutions. As demand for our products continue to increase, you will advise...
-
Inside Sales Engineer
1 month ago
Honolulu, HI, United States Ambient Enterprises Full timeInside Sales Engineer Do you thrive in an environment with challenging and fulfilling work? Do you like the idea of helping an endeavor reach its full potential? DMG (*an Ambient Company) is a growing sales and distributor company representing major HVAC equipment manufacturers. We have 150+ employees and growing! We offer an excellent benefit package,...
-
Private Client Solicitor
1 month ago
Wallingford, CT, United States Hedges Law Full timeThis is an exciting time to join Hedges Law. After becoming the 5th employee-owned law firm in the UK, we have ambitious growth plans and are looking for dynamic self-starters to join the committed team. As a business owner, you will reap the rewards from our employee ownership and profit share model: first-class technology and wonderful people. One of the...
-
Inside Sales Engineer
1 month ago
Fort Worth, TX, United States Paragon Energy Solutions Full timeParagon Energy Solutions Paragon is seeking an Inside Sales Engineer to join our team. The Inside Sales Engineer is responsible for receiving, logging and researching clients request for quotes (RFQ's). In addition to partnering with the outside sales team, the Inside Sales Engineer will work with Operations and management for continuous improvement and...
-
Account Executive
4 weeks ago
Gresham, United States Fisher Investments Full timeImagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...
-
Account Executive
2 weeks ago
Gresham, United States Fisher Investments Full timeImagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll...
-
Inside Sales
3 weeks ago
Buckeye, AZ, United States Hajoca Corporation Full timeInside Sales & Service Representative Buckeye, AZ, USA Req #7329 Tuesday, December 17, 2024 Hajoca Corporation is one of the country’s largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of “Service, Integrity, Reliability,” and...
-
Vice President of Sales
2 months ago
Gresham, OR, United States Fisher Investments Full timeCalling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You...
-
Inside Sales Representative
4 weeks ago
Prescott, AZ, United States ProForce Law Enforcement Full timeDo you have a passion for sales and desire to be a part of a fast-growing and dynamic industry? If so, we encourage you to explore joining our sales team where you will receive excellent compensation and a comprehensive benefits package. Position Overview ProForce Law Enforcement is an innovative leader in law enforcement equipment and firearms sales. We...
-
Veterans Preferred
1 month ago
Oregon City, OR, United States Airgas Full timeMilitary Veterans are Encouraged to Apply. -R10056874 Representative - Inside Sales (Open) Location: Oregon City, OR - Retail shop How will you CONTRIBUTE and GROW? Inside Sales Representative - Oregon City, OR - Monday through Friday, 8:00 am to 5:00 pm - Target Hourly Salary: $19 - $24 plus quarterly bonus opportunity - Benefits at Airgas...
-
Client Executive
2 months ago
Portland, OR, United States Alera Group Full timePropel Insurance, an Alera Group Company is looking for a Client Executive to join their team! At Propel, we make it our business to know our clients worlds inside and out. With decades of industry-specific experience, we bring our clients a real-world understanding of the challenges they face. We’re recognized as a leader in providing innovative...
-
Inside Sales Account Manager
4 months ago
Crystal Lake, IL, United States Worldwide Logistic Partners Inc Full timeInside Sales Account Manager The Inside Sales Account Manager will be responsible for leading a team of inside sales representatives, driving sales growth, and building strong customer relationships. The ideal candidate has a proven track record in technology sales, excellent negotiation skills, and a passion for delivering exceptional customer service....