Australian Private Client Director

Fisher Investments

4.1

(21)

Lawrence, KS (Remote)

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2026-16713

    Position summary

    l be supported by Fisher Investment's global dedicated teams, including groups supporting:: marketing and portfolio management.

    The Day-to-Day:

    • Contact leads generated by FIA's marketing group

    • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions

    • Educate prospective clients on the variety of FIA's offerings

    • Help qualified wholesale investors become FIA clients

    Your Qualifications:

    • 5+ years experience selling financial services to private investors qualifying as wholesale clients

    • Clean record with ASIC and APRA

    • Multi-year track record of success acquiring high-net-worth private wholesale clients

    • Experience in high-volume phone activity and in-person meetings

    Why Fisher Investments Australasia:

    At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

    The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

    Benefits:

    • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents

    • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base

    • 20 days of annual leave, in addition to 10 paid holidays

    • Employee Assistance Program and other emotional wellbeing services

    • $10,000* fertility, hormonal health and family-forming benefit

    • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

    • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

    FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.