Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.
The Opportunity:
The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This is an in-office job located in Camas, WA.
The Day-to-Day:
- Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners
- Control your career trajectory and increase firm growth while bettering the financial well-being of prospects
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Our marketing team will provide you with warm leads, which means no cold calling
Your Qualifications:
- No prior sales experience or industry knowledge needed
- Drive results: You have experienced personal and professional success
- Instill Trust: You understand how to earn the trust of others
- Communication: You are engaging and can connect with a wide array of audiences
- Persuade: You use compelling arguments to gain the support and commitment of others
- Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
Compensation:
- Commission/variable pay based position - $50,000 base salary with a step down to $35,630.40 in the state of WA; compensation includes an appointment held fee and a percentage of estimated first year's management fees for new business closed by the firm's regional representative
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Skills Required
- No prior sales experience required
- No prior financial industry knowledge required
- Demonstrated personal and professional success
- Ability to build trust with others
- Strong communication and interpersonal skills
- Ability to persuade and gain commitment
- Results-driven and committed approach
What We Do
Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.
