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Fisher Investments

Independent investment adviser managing diversified portfolios

Sales Intern

Sales & Account ManagementConfirmed live in the last 24 hours
Internship · Summer 2027

About the Job

Requirements

  • Attend an accredited university and graduate between December 2027 and August 2028.
  • Relocate to and attend the program in person for 10 weeks in Camas, Washington, or the listed Plano, Texas and Tampa, Florida locations.
  • Demonstrate a track record of setting and achieving personal and professional goals.
  • Have an interest in educating prospective clients about the firm's approach.
  • Have experience using compelling arguments to gain others' support and commitment.
  • Be interested in developing sales skills.

Responsibilities

  • Participate in sales and financial training classes and engage with sales teams and senior salespeople.
  • Process lead requests in the customer relationship management database for senior salespeople and work with multiple departments across the firm.
  • Communicate the firm's value proposition to high-net-worth investors using warm leads provided by the marketing team.
  • Participate in projects and competitions with fellow interns.
  • Take part in professional development programming.
  • Develop competencies for future opportunities in full-cycle sales, service, or operations positions.

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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