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Fisher Investments

Independent investment adviser managing diversified portfolios

Australian Account Executive

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeSydney, AustraliaIn-person

About the Job

Requirements

  • A university degree or equivalent combination of education and experience is required.
  • No prior sales experience or industry knowledge is needed.
  • The candidate should demonstrate personal and professional success, the ability to earn others’ trust and look out for their best interests, engaging communication with a wide range of audiences, persuasive argumentation, and commitment when facing challenges.

Responsibilities

  • Communicate Fisher Investments Australasia Pty Ltd's value proposition to high-net-worth investors to arrange meetings with regional sales partners.
  • Determine investors' goals and educate them on the firm's services before setting meetings with the outside sales team.
  • Work with warm leads provided by the marketing team rather than making cold calls.

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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