Financial Services Professional

2 weeks ago


Clearwater, United States Fisher Investments Full time
Unlock Your Potential as a Private Client Adviser

Are you a financial professional looking for a sales-focused role that leverages your expertise? Do you have a passion for working with high-net-worth individuals and helping them achieve their financial goals? We're seeking a Private Client Adviser - Inside Sales to join our team at Fisher Investments.

The Opportunity

As a Private Client Adviser, you will be responsible for engaging with prospective clients over the phone, reviewing their financial situations, and providing tailored solutions to help them achieve their investment goals. You will be supported by a dedicated team that provides sales support, client service, marketing, research, and more.

Key Responsibilities
  • Be the voice of Fisher Investments to prospective clients
  • Review prospects' personal financial situations and provide solutions
  • Help qualified private investors become clients of Fisher Investments
  • Participate 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
Requirements
  • 2+ years of experience working in financial services
  • CFA (at least Level 1 passed) and 24 months of portfolio management experience within the last 5 years
  • Bachelor's degree
  • Multi-year track record of success
  • Success in persuading and educating prospects
Why Fisher Investments?

We're a global investment firm that's committed to bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our employees are our greatest asset, and we invest in them with exceptional benefits, including:

  • 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



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