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Private Client Sales Representative

1 month ago

Washington, United States Fisher Investments Full time

Company Overview

Fisher Investments is a privately held, multi-billion-dollar global investment firm dedicated to bettering the investment universe. Our mission is to put our clients first and provide exceptional investment solutions.

The Opportunity

We are seeking a talented Private Client Adviser to join our team in Camas, WA. This onsite position offers a unique opportunity to engage with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Job Description

  • Be the voice of Fisher Investments to prospective Canadian clients
  • Review prospects' personal financial situation and provide tailored solutions
  • Help qualified Canadian 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

Required Skills and Qualifications

  • 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 persuading and educating prospects

Benefits

  • 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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up child care
  • $10,000 fertility, hormonal health, and family-forming benefit

Estimated Salary: $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