Sales Account Executive - Entry Level at Fisher Investments (Tampa Bay, FL)

| Tampa Bay, FL
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Overview:
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments' materials. Using sales techniques, you'll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.
The Opportunity:
The 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 to your manager who will sit in the pod with you and guide you in the sales process.
Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.
Simply put: The harder you work, the more you earn.
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 potential clients
  • 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, and look out for others' best interests
  • 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

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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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An Insider's view of Fisher Investments

How does your team reward individual success?

Celebrating accomplishments is a core part of our firm’s culture. In addition to sharing appreciation messages through our internal recognition platform, we have a variety of technology-specific programs that encourage peer-to-peer accolades for project-specific achievements. We also highlight our results through internal media and newsletters.

Vanessa

App Developer Team Lead

What projects are you most excited about?

I’m most excited about technology projects that require “building” from the ground up or from a nascent state and maturing to better accommodate a transforming organization. This allows me the opportunity to help shape the end product to accomplish or solve a problem and learn new skills as a part of the process.

Victor

Technology Vendor Program Manager

How does the company support your career growth?

I started at the firm out of college, and the training and mentorship at Fisher Investments were critical to my development. The firm emphasizes building depth and breadth in individuals, and I have experienced this first hand. Sometimes this has been taking a new position in a different area of the firm or taking on new stretch objectives.

Tyler

Project Manager

How do you make yourself accessible to the rest of the team?

When I think of accessibility, I consider how approachable I am. I aim to create a dynamic and collaborative workplace where folks feel comfortable asking questions. I value that each team member brings something different, and we created an environment where we are learning from one another, supporting unified goals and growing together.

Emilee

Business Intelligence Team Lead

How do your team's ideas influence the company's direction?

Our organization enables the business to dream big, translating their vision into solutions by providing strategic direction throughout the infrastructure deployment process. We design, build, and run a world-class network using a security driven mindset to enable the business to work quickly and efficiently. Our work is challenging but rewarding.

John

VP – Infrastructure Security Operations and Architecture

What are Fisher Investments Perks + Benefits

Culture
Volunteer in local community
Partners with nonprofits
Open office floor plan
Hybrid work model
In-person all-hands meetings
Employee awards
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Company-sponsored outings
Company-sponsored happy hours
Onsite office parking
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training
Virtual coaching services

Additional Perks + Benefits

We provide exclusive employee pricing discounts that are available year-round.

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