Fisher Investments

Compensation

Full Description

Are you a financial professional eager to dive into a role entirely focused on sales? Join our esteemed, privately-held, multi-billion dollar global investment firm and take advantage of our clear path for advancement. Enjoy the benefits of qualified leads provided to you—no cold calling required—as you prioritize our clients and strive to enhance the investment landscape. The Opportunity: In this role, you will be supported by a dedicated team that offers sales support, client service, marketing, research, and more. You will report directly to the Inside Sales Manager, who is committed to ensuring you have the tools and training necessary for success. This position is in-office at our facility in Camas, WA. Your Responsibilities: • Act as the primary representative of Fisher Investments to potential clients. • Analyze prospects' financial situations and offer tailored solutions. • Educate potential clients about the competitive financial landscape and our unique offerings. • Engage in ongoing training focused on advanced phone sales strategies, finance principles, capital markets, and portfolio management. • No travel is required; this position emphasizes phone-based sales and virtual meetings. Your Qualifications: • Minimum of 2 years of experience in the financial services industry. • Possession of FINRA Series 65 or equivalents such as Series 7 and 66 is preferred. • Established track record of success in achieving sales results. • Proven ability to persuade and effectively educate prospects. Compensation: • This is a commission-based role with a salary range starting at $100,000 and a gradual step down. Your compensation includes a percentage of the estimated first year’s management fees along with trailers for new business generated. • Experience uncapped, performance-based compensation; average earnings typically reach mid-six figures within three to four years of employment. Why Join Fisher Investments? We are dedicated to a greater purpose: to better the investment universe. Our inclusive culture, along with a comprehensive learning and development framework tailored for every employee, makes us proud of our Great Place to Work Certification. We recognize that it’s the people who enable our mission, which is why we invest in them through exceptional benefits, such as: • 100% paid medical, dental, and vision premiums for you and your eligible dependents. • A 50% 401(k) match, up to the IRS maximum. • 20 days of paid time off (PTO), in addition to 10 paid holidays. • Family support programs that include 8 weeks Paid Primary Caregiver Leave, $10,000 assistance for fertility, family planning, and hormonal health, plus backup care for children, adults, and elders. Fisher Investments is an equal opportunity employer.