Wealth Management Specialist

7 days ago


Frisco, Texas, United States Fisher Investments Full time

Fisher Investments, a globally recognized investment firm, is seeking an experienced financial professional to join our team as an Inside Sales representative.

As a Wealth Management Specialist, you will engage with high-net-worth individuals in Canada who have expressed interest in our services. 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 situation and provide tailored 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

Requirements:

  • 2+ years of experience working in financial services
  • CFA Level 1 or above 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

We offer a competitive compensation package, including a base salary of $100,000, commission/variable pay, and uncapped performance-based compensation. Our benefits include 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO, plus 10 paid holidays, and family support programs.

The Opportunity:

You will be reporting to the Inside Sales Manager and will have access to well-defined promotion opportunities, where qualified leads are provided, and there is no cold calling required. This onsite position is located in Camas, WA.

Fisher Investments is an Equal Opportunity Employer.



  • Frisco, Texas, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With over 10 years of experience in the industry, we specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...


  • Frisco, Texas, United States Global Channel Management Full time

    About the role at Global Channel Management:We are seeking an experienced Senior DevOps Automation Specialist to join our team in Iselin, NJ, Charlotte, NC, Ithaca, NY, Denver, CO, or Frisco, TX. As a key member of our DevOps team, you will be responsible for designing and implementing scalable CI/CD pipelines using industry-standard tools such as GitLab,...


  • Frisco, Texas, United States Laderach USA Full time

    About the RoleWe are seeking a highly skilled and passionate Retail Management Specialist to join our team as a Confectionery Sales Team Lead. This role is an excellent opportunity for individuals who are enthusiastic about providing exceptional customer experiences, leading by example, and driving sales growth.


  • Frisco, Texas, United States TIAA Full time

    Wealth Product and Solutions LeadAs a key member of the Wealth Product and Solutions team at TIAA, this role is responsible for designing, developing, and delivering best-in-class wealth products in partnership with 3rd party solution providers. The ideal candidate will have a deep understanding of customer needs and be able to identify solutions that meet...


  • Frisco, Texas, United States SoFi Full time

    About the Role:SoFi is seeking an experienced independent risk management specialist to join our fraud risk team. As part of the 2nd Line of Defense, this role will be responsible for assessing the fraud program design and operational effectiveness, evaluating prevention, detection, and response capabilities. The ideal candidate will have expertise in risk...


  • Frisco, Texas, United States Support Full time

    Job DescriptionWe are seeking an exceptional Strategic Investment Director to join our team.About the RoleThis is a high-profile position that requires a seasoned investment professional with expertise in strategic asset allocation and portfolio management.Duties and ResponsibilitiesLeadership Role: Chair the Investment Policy Committee to set the firm's...


  • Frisco, Texas, United States Sugaring NYC Full time

    About the JobSugaring NYC Organic Waxing and Lash Studio is seeking a motivated leader to oversee our team of professionals in a fast-paced wax/sugaring center. As a Store Salon Manager / Waxing Specialist, you will be responsible for providing exceptional customer service, managing daily operations, and driving sales growth.


  • Frisco, Texas, United States STC Safety & Risk Management Full time

    Company OverviewSTC Safety & Risk Management is a mission-driven organization dedicated to creating safer workplaces and saving lives. Our team of experts works tirelessly to mitigate risk and protect people, brands, and profits.


  • Frisco, Texas, United States Action Behavior Centers Full time

    We are seeking a highly motivated and compassionate Early Intervention Autism Specialist to join our team at Action Behavior Centers. As an Early Intervention Autism Therapist, you will play a vital role in helping children with Autism Spectrum Disorder reach their full potential.Job SummaryThis is a rewarding opportunity for individuals who are passionate...


  • Frisco, Texas, United States HCLTech Full time

    Job Title: L3 Network Infrastructure SpecialistEstimated Salary: $110,000 - $160,000 per yearLocation:Frisco, TXWe are seeking an experienced L3 Network Infrastructure Specialist to join our team at HCLTech. As a L3 Network Infrastructure Specialist, you will be responsible for designing and managing the rollout of critical network infrastructure projects to...


  • Frisco, Texas, United States CORE Full time

    Job Title: Project Coordinator SpecialistAbout the Role:We are seeking a highly skilled Project Coordinator Specialist to join our team at CORE. This is an excellent opportunity for a scheduling expert to work with preconstruction, operations directors and/or field teams in developing high-level pursuit or preconstruction schedules.Responsibilities:- Develop...


  • Frisco, Texas, United States Twin Peaks Full time

    At Twin Peaks, we're dedicated to providing our guests with an exceptional dining experience. As a Cleaning and Maintenance Specialist, you'll play a vital role in ensuring our restaurant is clean, safe, and welcoming for all.Job SummaryWe're seeking a reliable and detail-oriented individual to join our team as a Cleaning and Maintenance Specialist. In this...


  • Frisco, Texas, United States STC Safety & Risk Management Full time

    About the RoleAs an Account Coordinator at STC Safety & Risk Management, you will play a crucial role in supporting the client relationship and driving business growth. We are seeking a highly organized and detail-oriented individual with excellent communication skills.This role involves overseeing multiple client projects, ensuring deadlines are met, and...


  • Frisco, Texas, United States CENTENNIAL MEDICAL CENTER Full time

    Job OverviewCentennial Medical Center is seeking a dedicated and compassionate Nurse Tele Specialist to join our team.Job SummaryThis role involves providing expert nursing care to patients through telephone communication. As a key member of our telehealth team, you will be responsible for assessing patient needs, providing education, and coordinating with...


  • Frisco, Texas, United States Red Lobster Full time

    **About Red Lobster**We are a casual dining restaurant that offers an upscale-casual dining experience to our guests. As a To Go Specialist, you will be responsible for delivering exceptional customer service and ensuring that our guests have a positive experience when ordering takeout.**Job Summary**As a To Go Specialist at Red Lobster, you will be...


  • Frisco, Texas, United States CENTENNIAL MEDICAL CENTER Full time

    Job Title: Telehealth Nurse SpecialistWe are seeking a dedicated and compassionate Telehealth Nurse Specialist to join our team at Centennial Medical Center. As a key member of our healthcare team, you will provide high-quality patient care through remote telehealth services.About the Role:The successful candidate will have excellent communication and...


  • Frisco, Texas, United States PuroClean Restoration Specialists of Frisco Full time

    PuroClean Restoration Specialists of Frisco is seeking a skilled Property Restoration Specialist to join our team. As a valued member, you will be responsible for providing exceptional customer service while performing restoration services at residential and commercial job sites.About UsWe are a leader in emergency property restoration services, helping...

  • ER Nurse Specialist

    7 days ago


    Frisco, Texas, United States United Surgical Partners International Full time

    Become an integral part of a dynamic team at United Surgical Partners International as an ER Nurse Specialist. With competitive pay, you'll have the opportunity to make a real difference in the lives of our patients.Job OverviewWe're seeking a skilled and compassionate Registered Nurse with experience in an Emergency Room setting. As an ER Nurse Specialist,...


  • Frisco, Texas, United States Next Move Healthcare Full time

    Next Move Healthcare is seeking an Advanced Imaging Specialist to join our team in Frisco, Texas.Salary: $33 - $48 per hourThe ideal candidate will have a strong background in multimodality imaging and excellent communication skills. As an Advanced Imaging Specialist, you will perform high-quality imaging procedures, ensure patient safety, and maintain...


  • Frisco, Texas, United States HCLTech Full time

    Job OverviewHCLTech is seeking a highly skilled Cybersecurity Specialist to join our team. This role will focus on managing and administering core security components, including Firewalls, Proxy & Threat Protection.Key Responsibilities:Manage and administrate core security components like Firewalls, Proxy & Threat Protection.Monitor all services to ensure...