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Fisher Investments

Independent investment adviser managing diversified portfolios

Sales Account Executive

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeCamas, WA, USA$35.6k - $50k

About the Job

Requirements

  • No prior sales experience or industry knowledge is needed.
  • The candidate should have demonstrated personal and professional success.
  • The candidate should be able to earn others' trust and act in their best interests.
  • The candidate should be engaging and able to connect with a wide array of audiences.
  • The candidate should use compelling arguments to gain support and commitment.
  • The candidate should meet challenges, learn from setbacks, and work toward improvement.

Responsibilities

  • Communicate Fisher’s value proposition to high-net-worth investors to arrange meetings with regional sales partners.
  • Engage by phone with interested high-net-worth individuals, determine their investment goals, and educate them on the firm's services.
  • Set meetings with the outside sales team.
  • Contribute to firm growth while helping improve potential clients' financial well-being.

About the Company

Fisher Investments

Independent investment adviser managing diversified portfolios

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
Not listed
Total funding
Not listed
Headquarters
Camas, WA
Founded
1979

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