Full-Time
Private Client Director
Fisher Investments
5,001-10,000 employees
Independent investment adviser managing diversified portfolios
No salary listed
London, UK
In Person
 Business & Strategy (1) |
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- The candidate must demonstrate consistent and quantifiable individual sales success with stock market investors.
- The candidate must hold an RDR Level 4 qualification.
- The candidate must have at least 5 years of success selling to high-net-worth individuals.
- The candidate must have a quantifiable track record of closing new investor business.
- The candidate must be motivated to set and reach goals.
- The candidate must be willing to take calculated risks.
- The candidate must demonstrate proven closing ability and documented sales performance.
- The candidate must maintain persistence through setbacks and demonstrate a high-activity orientation.
- The candidate must be able to connect with a wide range of audiences through interpersonal skills.
- The candidate must be highly ethical and professional.
- Call high-net-worth leads provided by the firm to qualify prospects and schedule face-to-face appointments.
- Meet prospective clients to gather new clients and assets for the firm.
- Conduct warm initial calls and in-person selling to close business.
- Focus on selling while dedicated portfolio management and client service groups manage the transition and retention of client relationships.
- Report to the Managing Director.
Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Camas, Washington
Founded
1979
Get referred to Fisher Investments
See people who can refer or advise you
Simplify's Take
What believers are saying
- Fisher Investments reported over $331 billion for private clients on March 31, 2026.
- The Tampa Renaissance Center expansion signals hiring and client-service capacity investment in 2026.
- Advent and ADIA's 2024 stake sale validates Fisher's $12.75 billion valuation and succession plan.
What critics are saying
- Daniel Human v. Fisher Investments survived dismissal attacks in July 2025, keeping TCPA exposure alive.
- Blind confirmed 100 Fisher layoffs on March 5, 2026, signaling cost pressure.
- Another Ken Fisher public scandal would instantly revive the 2019 reputational damage and client attrition.
What makes Fisher Investments unique
- Ken Fisher kept majority control after the 2024 Advent-ADIA minority sale.
- Fisher Investments manages $386.6 billion as of July 2026, giving unmatched scale.
- Its national TV marketing machine drove $87.9 billion AUM growth since January 2025.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Holidays
Parental Leave
Fertility Treatment Support
Family Planning Benefits
401(k) Retirement Plan
401(k) Company Match
Gym Membership
Wellness Program
Hybrid Work Options
Meal Benefits
Growth & Insights and Company News
6 month growth
↑ 19%1 year growth
↑ 19%2 year growth
↑ 19%Who is the top money manager in North Texas? Fisher Investments earns #1 from "Dallas Business Journal" * 10 hrs ago PR Newswire PLANO, Texas, March 25, 2026 Plano-based firm recognized as the largest money manager in North Texas based on assets under management PLANO, Texas, March 25, 2026 /PRNewswire/ - Fisher Investments has been named the largest money manager in North Texas by the Dallas Business Journal. The firm secured the top ranking based on its total assets under management as of September 2025. The publication also recognized Fisher Investments as a leading wealth manager in the region based on its assets under management for local clients. "We are honored to be recognized by the Dallas Business Journal as the largest money management firm in North Texas," said Damian Ornani, CEO of Fisher Investments. "This acknowledgment reflects our unwavering commitment to putting our clients' interests first and providing them with exceptional service. We look forward to continuing to help more investors around the world reach their financial goals." This recognition is part of the Dallas Business Journal's annual ranking of money management firms in North Texas, which highlights firms based on their assets under management. For the full list of largest money managers and more details about Fisher Investments' ranking, visit the Dallas Business Journal's website. "We're grateful for our clients' trust and proud to be recognized for our impact in North Texas and around the world," said K.C. Ellis, Senior Executive Vice President at Fisher Investments. "This honor reinforces our dedication to delivering the personalized service and tailored investment strategies our clients deserve." About Fisher Investments Founded in 1979, Fisher Investments is an independent, fee-only investment adviser. As of 12/31/2025 Fisher Investments and its subsidiaries manage over $386 billion across three principal businesses - Institutional, US Private Client and Private Client International. Founder and Executive Chairman Ken Fisher wrote the Forbes "Portfolio Strategy" column for over 32 years until 12/31/2016, making him the longest continuously running columnist in the magazine's history. He now writes monthly, native language columns in 28 major media organs around the world - including the New York Post - spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken appears regularly on major TV news like Fox Business and News, BBC, Sky News, BNN Bloomberg and CNN International. Ken has written 11 investing and finance books, including four New York Times bestsellers. For more information about Fisher Investments, visit www.fisherinvestments.com. SOURCE Fisher Investments
PLANO, Texas, April 2, 2025 /PRNewswire/ -- Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named AsianInvestor's 2025 Marquee Award Winner for "Best Equity Manager." AsianInvestor's asset management awards seek to showcase the best companies in Asia's asset management industry—recognizing firms which have demonstrated exceptional performance, innovation and leadership."We are honored to be recognized by AsianInvestor for the 2025 Best Equity Manager Award," said Fisher Investments' CEO Damian Ornani. "This award is a testament to our firm's dedication to providing world-class service to our clients. We are committed to helping our clients achieve their financial objectives with confidence."A panel of judges and the AsianInvestor editorial team evaluated nominated firms based on business growth, client acquisition & retention, performance and innovations/market best practices.For more information about Fisher Investments, please visit www.fisherinvestments.com.About Fisher InvestmentsFounded in 1979, Fisher Investments is an independent, fee-only investment adviser. Fisher Investments and its affiliates manage over $299 billion across three principal businesses—Institutional, US Private Client, and Private Client International. Founder and Executive Chairman Ken Fisher wrote the Forbes "Portfolio Strategy" column for over 32 years until 2017, making him the longest running columnist in its history. He now writes monthly for the New York Post and bespoke columns in native language, varying by country, in 26 major nations, spanning more countries and more languages in more total reach than any other non-syndicated columnist of any type ever
PLANO, Texas, April 2, 2025 /PRNewswire/ - Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named AsianInvestor's 2025 Marquee Award Winner for "Best Equity Manager."
Fisher Investments was named to the 2025 Top Workplaces USA list.
Texas-based Fisher Investments is relocating its Tampa office and expanding into a 321,999-square-foot space at Renaissance Center, a Tampa office complex with over a half-dozen buildings.