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Fisher Investments

Independent investment adviser managing diversified portfolios

French Tied Agent

Field SalesConfirmed live in the last 24 hours
Full-timeRemote in France

About the Job

Requirements

  • At least 5 years of success selling to high-net-worth individuals.
  • A consistent and quantifiable record of individual sales success with stock market investors.
  • A quantifiable track record of closing new investor business.
  • The ability to connect with a wide range of audiences through dynamic interpersonal skills.
  • A highly ethical and professional approach.

Responsibilities

  • Work from home as an independent contractor and focus exclusively on client acquisition, without administrative or after-sale activities.
  • Sell to high-net-worth individuals.
  • Acquire new private clients with liquid assets exceeding 350,000 euros.
  • Use Fisher-provided leads and marketing materials to develop prospective business.
  • Develop an understanding of Fisher Investments' market philosophy through training sessions covering capital markets and sales.
  • Call high-net-worth leads, qualify prospects, schedule face-to-face appointments, and conduct consultative sales meetings to acquire new clients and assets.

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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