Private Client Adviser – Inside Sales

1 month ago


Plano, United States Fisher Investments Full time

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 Plano, TX.

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:

  • 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



  • Plano, United States Fisher Investments Full time

    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...

  • Private Client Adviser

    3 months ago


    Plano, United States Fisher Investments Full time

    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...

  • Private Client Adviser

    2 months ago


    Plano, TX, United States Fisher Investments Full time

    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...


  • Plano, United States Capital Professional Staffing Full time

    Capital Professionals is assisting our 3PL Client with their expansion and search for new talent to join their team. They are looking for motivated, self-starters who are eager to learn, EARN, and advance professionally in an ever-growing industry. We have immediate need for direct hire candidates to join their rapidly growing sales and operations teams! We...


  • Plano, United States Capital Professional Staffing Full time

    Capital Professionals is assisting our 3PL Client with their expansion and search for new talent to join their team. They are looking for motivated, self-starters who are eager to learn, EARN, and advance professionally in an ever-growing industry. We have immediate need for direct hire candidates to join their rapidly growing sales and operations teams! We...


  • Plano, United States Heilind Full time

    The major objective for this Inside Sales Representative position is to increase sales in your assigned territory through growing existing customer accounts, cultivating new accounts, and creating new business opportunities. You will be in a thriving environment handling established OEM and contract manufacturing (CM) accounts. Your goal is to take DB...


  • Plano, United States Fairway Lawns, LLC Full time

    Job DescriptionJob DescriptionDescription:Inside Sales Representative Summary Fairway Lawns is seeking an innovative, driven, and highly motivated candidate with strong attention to detail and self-organization. The Inside Sales Representative is responsible for growing business through outbound, inbound and digital leads. The Sales Representative will be...


  • Plano, United States Deluxe Full time

    This is an IN-OFFICE ROLE located at: 5625 Spring Creek Parkway, Plano, TX 75024BASE PAY Plus Monthly BONUS AND BENEFITS ELIGIBLE on DAY ONEWHO ARE YOU:Are you resourceful and self-motivated? Do you practice active listening? Do you have a passion for sales? You enjoy the excitment of closing a deal?ABOUT US:Deluxe Merchant Services connects your payments...


  • Plano, TX, United States Heilind Full time

    The major objective for this Inside Sales Representative position is to increase sales in your assigned territory through growing existing customer accounts, cultivating new accounts, and creating new business opportunities. You will be in a thriving environment handling established OEM and contract manufacturing (CM) accounts. Your goal is to take DB...


  • Plano, Texas, United States Fortinet Full time

    Job DescriptionWe are seeking a skilled Inside Systems Engineer to collaborate closely with our SLED sales teams. The ideal candidate will support the sales organization in all technical matters related to pre-sales, opportunity management, and customer success.Key ResponsibilitiesAssess customer project requirementsAlign client needs with appropriate...


  • Plano, United States Fortinet Full time

    The Inside Territory Account Manager (ITAM) will manage an assigned territory in support of the SLED team. The ideal candidate will have experience in the networking and/or security sectors of technology. The ITAM will create and execute the account plan from prospecting to building and maintaining a constant revenue pipeline. Drive sales cycles to close...


  • Plano, United States Capital One Full time

    Plano 3 (31063), United States of America, Plano, TexasSmall Business Banker II (Inside Sales) The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and...


  • Plano-TX-USA, United States Deluxe Full time

    This is an IN-OFFICE ROLE located at: 5625 Spring Creek Parkway, Plano, TX 75024BASE PAY Plus Monthly BONUS AND BENEFITS ELIGIBLE on DAY ONEWHO ARE YOU:Are you resourceful and self-motivated? Do you practice active listening? Do you have a passion for sales? You enjoy the excitment of closing a deal?ABOUT US:Deluxe Merchant Services connects your payments...


  • Plano-TX-USA, United States Deluxe Full time

    This is an IN-OFFICE ROLE located at: 5625 Spring Creek Parkway, Plano, TX 75024BASE PAY Plus Monthly BONUS AND BENEFITS ELIGIBLE on DAY ONEWHO ARE YOU:Are you resourceful and self-motivated? Do you practice active listening? Do you have a passion for sales? You enjoy the excitment of closing a deal?ABOUT US:Deluxe Merchant Services connects your payments...


  • Plano, United States Fisher Investments Full time

    Calling 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 will...


  • Plano, Texas, United States Partner Engineering and Science Full time

    About UsPartner Engineering and Science is a leading firm in the Commercial Real Estate (CRE) industry, with over 1200 employees in more than 40 offices across the Americas, Europe, and the globe. Our mission is to be the best home for talented professionals in our field, and we believe that by hiring the best and brightest, we will continue to build our...


  • Plano, United States TT Electronics Full time

    Overview : This position is responsible for the sales of all applicable TT Electronics products within an assigned territory and at assigned Distributors; cooperates with and supervises TTE Distributors to assure forecasted and budgeted sales volumes are achieved through an active sales effort by supporting and motivating respective Distributor...


  • Plano, United States DFW Private Practice Full time

    Job DescriptionJob DescriptionWe are seeking an excellent Experienced Medical Practice Manager to become a part of our team! You will coordinate medical and health services in hospitals, clinics or similar organizations. We are looking for a medical practice manager with experience managing, coordinating and directly completing the minute by minute tasks of...


  • Plano, Texas, United States Farmers Insurance- District 53 Full time

    Job Title: Life Insurance Sales ManagerJob Description:Are you passionate about helping families achieve peace of mind and security? Farmers Insurance District 53 is seeking an experienced Life Insurance Sales Manager to work inside selected insurance agency offices. You need 6 months of customer-facing experience in Life insurance sales. Your role will be...


  • Plano, United States Staffing In Motion Full time

    Large Portfolio Management firm with over $200 billion in assets under management This is an inside sales role with an Investment firm and the primary responsibilities are calling highnetworth leads that the firm provides scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively...