Financial Services Representative

3 days ago


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

Are you a financial professional looking for a challenging and rewarding role? Do you have a passion for sales and a desire to work with high-net-worth individuals? Look no further than Fisher Investments, a privately held, multi-billion-dollar global investment firm.

The Opportunity

As a Private Client Adviser - Inside Sales, you will engage with prospective Canadian clients over the phone, providing personalized solutions to their financial needs. You will be supported by a dedicated team that provides sales support, client service, marketing, research, and more. Our Inside Sales Manager will ensure you have the training and resources you need to succeed.

Key Responsibilities
  • 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
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
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 (*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


  • Camas, Washington, United States Fisher Investments Full time

    {"The Opportunity": "Unlock Your Potential as a Private Client AdviserAt Fisher Investments, we're committed to bettering the investment universe. As a Private Client Adviser - Inside Sales, you'll play a critical role in engaging with high-net-worth individuals throughout Canada who have expressed interest in our services.With a well-defined promotion...


  • Camas, Washington, United States Jeremiah Stephen - State Farm Agent Full time

    Job OverviewEssential QualificationsPreferred experience in sales (including retail, telemarketing, or as a sales representative)Demonstrated success in achieving sales targets is advantageousGenuine interest in promoting products and services tailored to client needsExcellent communication abilities (both written and verbal)Strong multitasking...


  • Camas, Washington, United States Staff My Agency Full time

    Customer Service RepresentativeStaff My Agency is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping them navigate their insurance needs.Key...


  • Camas, Washington, United States Fisher Investments Full time

    {"title": "Client Development Financial Services Executive", "content": "Unlock Your Potential as a Client Development Financial Services ExecutiveAre you a financial professional looking to take your career to the next level? As a Client Development Financial Services Executive, you will play a key role in building and expanding client relationships,...


  • Camas, Washington, United States Jeremiah Stephen - State Farm Agent Full time

    Job OverviewKey QualificationsPrior experience in sales is advantageous (including roles such as retail sales associate, telemarketer, or inside/outside sales representative)Proven history of achieving sales targets is preferredGenuine interest in promoting products and services tailored to client needsExcellent communication abilities (both written and...


  • Camas, Washington, United States Staff My Agency Full time

    Customer Service Representative OpportunityStaff My Agency is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our State Farm Agency, you will play a vital role in providing exceptional service to our customers and helping them achieve their insurance...


  • Camas, Washington, United States Wade Au - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.ResponsibilitiesProvide prompt and accurate customer service,...


  • Camas, Washington, United States Global Medical Response Inc Full time

    Job SummaryWe are seeking a skilled Call Taker to join our team at Global Medical Response Inc. As a Call Taker, you will play a critical role in responding to non-emergency calls for the Ride to Care Program.Key ResponsibilitiesMonitor and respond to calls and emails using established protocols to deliver excellent customer support to providers, facilities,...


  • Camas, Washington, United States Colvillecasinos Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our hospitality team, you will be responsible for providing exceptional service to our guests, ensuring a positive and memorable experience.Key Responsibilities:Takes food and beverage orders and serves...


  • Camas, Washington, United States Colvillecasinos Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our hospitality team, you will be responsible for providing exceptional service to our guests, ensuring a positive and memorable experience.Key Responsibilities:Takes food and beverage orders and serves...

  • Financial Advisor

    3 days ago


    Camas, Washington, United States Fisher Investments Full time

    Investment Counsellor OpportunityFisher Investments International is seeking a skilled Investment Counsellor to join our team in Camas, WA. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key Responsibilities:Develop and maintain a deep understanding of our...

  • Financial Advisor

    12 hours ago


    Camas, Washington, United States Fisher Investments Full time

    Investment Counsellor OpportunityFisher Investments International is seeking a skilled Investment Counsellor to join our team in Camas, WA. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key Responsibilities:Develop and maintain a deep understanding of our...


  • Camas, Washington, United States Fisher Investments Full time

    Financial Planning Counselor RoleWe are seeking a skilled Financial Planning Counselor to join our team at Fisher Investments. As a Financial Planning Counselor, you will work closely with our internal Relationship Managers to provide expert financial planning education and analysis to our clients.Key Responsibilities:Develop and broaden your financial...


  • Camas, Washington, United States Staff My Agency Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Licensed Insurance Customer Service Representative. As a key member of our staff, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping to drive business growth through value-based...


  • Camas, Washington, United States Fisher Investments Full time

    Are you dedicated to assisting individuals in achieving their optimal financial goals? Do you thrive on tackling intricate challenges and imparting your expertise to others? Fisher Investments is seeking a Financial Planning Counselor to enhance our contributions to the investment landscape. The Role: As a Financial Planning Counselor, you will collaborate...


  • Camas, Washington, United States Fisher Investments Full time

    Are you dedicated to guiding individuals towards achieving their financial aspirations? Do you possess a knack for tackling intricate challenges and imparting knowledge? Fisher Investments is seeking a Financial Planning Counselor to enhance our commitment to improving the investment landscape. The Role: As a Financial Planning Counselor, you will...


  • Camas, Washington, United States Fisher Investments Full time

    About the OpportunityFisher Investments is seeking a highly motivated and enthusiastic Part-Time Sales Associate to join our team. As a Sales Associate, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesProcess lead requests within our CRM database for top-level sales professionals and work with multiple...

  • Financial Advisor

    1 week ago


    Camas, Washington, United States NR Consulting Full time

    {"title": "Investment Counselor Role", "description": "OverviewAs a key member of our Private Client Group, you will be the voice of our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to deliver exceptional service to our clients. With...


  • Camas, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As a Canadian Investment Counsellor, you will be the central voice of Fisher Investments Canada, working from the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to...

  • Sales Representative

    2 weeks ago


    Camas, Washington, United States Wade Au - State Farm Agency Full time

    Job OverviewWe are seeking a highly motivated and results-driven Sales Representative to join our team at Wade Au - State Farm Agency. As a Sales Representative, you will be responsible for developing and maintaining relationships with clients, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesInsurance Sales: Develop...