Account Executive

1 month ago


Gresham, United States Fisher Investments Full time

Imagine 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 determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.The Opportunity:The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This onsite position is located in Camas, WA.The Day-to-Day:Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partnersControl your career trajectory and increase firm growth while bettering the financial well-being of prospectsWork in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracyOur marketing team will provide you with warm leads, which means no cold calling Your Qualifications:No prior sales experience or industry knowledge neededDrive results: You have experienced personal and professional successInstill Trust: You understand how to earn the trust of othersCommunication: You are engaging and can connect with a wide array of audiencesPersuade: You use compelling arguments to gain the support and commitment of othersCommitted: You meet challenges head-on. You learn from your setbacks and work towards improvementCompensation:Commission/variable pay based position - $50,000 base salary with a step down to $33,862 in the state of WA; compensation includes an appointment held fee and a percentage of estimated first year's management fees for new business closed by the firm's regional representativeWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER



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