Private Client Adviser – Inside Sales

3 months ago


Camas WA 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 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



  • Camas, WA, 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...


  • Camas, 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


    Camas, WA, 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...


  • camas, 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...


  • Arlington, 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...

  • 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...


  • Garland, 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...


  • Gresham, OR, 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...

  • Inside Sales Rep

    1 week ago


    Chicago, IL, United States Advisors Illinois Full time

    Inside Sales Rep Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. 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...

  • Investment Counselor

    4 weeks ago


    Camas, Washington, United States BrokerHunter Full time

    Opportunity OverviewBrokerHunter is seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy.Key ResponsibilitiesProactively connect with clients on a quarterly basis to...

  • Inside Sales Rep PA

    7 days ago


    Quakertown, PA, United States Pennsylvania Advisors Full time

    Inside 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...


  • Hainesport, NJ, United States Avature Full time

    We are currently looking for an Inside Sales Representative to join our team. We offer a family environment and a work/life balance where you are a name and not just a number. We not only offer a great benefit package, but a great career path with on-the-job training for those employees that are looking for a career and not just a job. We are looking for...


  • Wilson, NC, United States Wilkinson Supply Co Full time

    Job description Ensure all your application information is up to date and in order before applying for this opportunity. We are a private, locally owned plumbing wholesaler seeking a full-time individual to learn, work & grow in the area of counter & inside sales. Duties would include but not limited to: Counter Sales, Inside Sales & Showroom Sales support....


  • Boxborough, MA, United States VividCloud Full time

    We’re looking for a driven Inside Sales Representative to join our dynamic team at VividCloud. This role offers a great opportunity for someone who’s looking to take the next step in their sales career. You'll identify and develop new business opportunities, build relationships with key clients, and work closely with our sales leaders to close deals in...


  • Camas, WA, 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...


  • Camas, WA, 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...

  • Inside Sales Manager

    2 weeks ago


    Houston, TX, United States Burnett Specialists Staffing | Recruiting Full time

    Inside Sales ManagerSALES MANAGER POSITION A client in east Houston is seeking a dynamic and results-driven Sales Manager to lead their sales teams. In this role, you will be responsible for developing and executing strategic sales plans to achieve company targets and expand our customer base. This candidate will oversee the inside and external sales teams,...


  • Allegan, MI, United States Creative Financial Staffing Full time

    About The Company:Our client is a leading construction company committed to quality, innovation, and customer satisfaction. They offer significant opportunities for professional growth, a collaborative work environment, and a supportive team. Join them to be part of a company where your contributions truly make an impact. Inside Sales Representative Job...


  • East Peoria, IL, United States ISI Building Products Full time

    Company DescriptionISI Building Products, located in East Peoria, IL, is a leader in sustainable building materials used to create energy-efficient, weather-protected homes and buildings. The company focuses on providing high-quality products by sourcing the finest materials and innovating practical solutions for everyday building challenges.Role...

  • Inside Sales Manager

    2 weeks ago


    Santa Clarita, CA, United States LHH Full time

    LHH is excited to partner with an amazing client in the Santa Clarita area. This company is dedicated to transforming healthcare through innovative medical devices. They are looking for a passionate Inside Sales Manager to join our dynamic team.Position Overview: We are seeking a results-driven Inside Sales Manager with at least 5 years of experience in...