#2025-15139
provide solutions
Cultivate referrals by providing exceptional service
Conduct meetings with prospects and clients virtually and in-person
Convey and present our firm's investment management strategies
Your Qualifications:
5+ years' experience in client-facing or production-based roles in Financial Services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Understanding of capital markets and investment products
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings
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 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER