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Present wealth management solutions to high-net-worth prospects, evaluate their financial situations, convert prospects into clients, educate them on investment offerings, and conduct phone and in-person sales activities within Texas and Louisiana. The role is home-office based, supported by qualified lead flow, and includes ongoing training in finance, capital markets, portfolio management, and advanced sales techniques.

Executes SEO and reputation management activities, including keyword research, competitive analysis, content review, performance reporting, dashboard development, search monitoring, influencer outreach, documentation, and process improvement. The role manages projects, communicates updates to stakeholders, and mentors junior team members in an onsite, team-based environment.

Leads the Portfolio Management Data and Reporting Technology team, overseeing application strategy, architecture, software delivery, support, governance, security, and compliance. Manages up to 10 employees, prioritizes work, develops technology roadmaps, partners with business and technology stakeholders, and delivers scalable data and client reporting platforms. The role also drives KPIs, innovation, self-service capabilities, and risk reduction across the application portfolio.

Drive sales of wealth management solutions to high-net-worth prospects across Illinois, Indiana, and Kentucky. Convert qualified leads into clients, assess financial situations, present investment offerings, conduct phone and in-person meetings, and participate in training on finance, capital markets, portfolio management, and advanced sales techniques. The role is home-office based with local territory travel and offers a $175,000 base salary transitioning to uncapped commission.

Paid 10-week summer internship supporting Fisher Investments’ client services function through training, project assignments, client-focused work, collaboration, and professional development. Interns build foundational finance and service skills while contributing to business value and preparing for future sales, service, and operations opportunities. The role is in-person in Camas, Washington; Plano, Texas; or Tampa, Florida.

Drives cross-functional business process improvements for Global Private Client Group objectives. Conducts root cause analysis, process assessments, redesign workshops, and re-engineering initiatives. Partners with business, technology, vendors, and stakeholders to implement solutions, write and test user stories within Scrum, provide production hypercare, communicate throughout project lifecycles, and maintain process and project documentation.

Manages global SEO and brand reputation programs by creating and publishing content, optimizing websites, conducting SEO and competitive analysis, and coordinating internal teams and third-party vendors. Oversees program strategy, project delivery, timelines, budgets, dependencies, requirements, and contingency planning. Evaluates business problems, recommends solutions, develops execution best practices, and mentors team members and contractors.

Sell wealth management services to high-net-worth prospects through phone and virtual channels using warm leads. Review prospects’ financial situations, recommend appropriate solutions, educate them on the investment landscape, and pursue full-cycle sales opportunities. The role includes ongoing training in finance, capital markets, portfolio management, and advanced sales techniques. It is an in-office position in Tampa, Florida, with no travel required and uncapped commission-based earning potential.

Sell Fisher Investments wealth management solutions to high-net-worth prospects across Arizona. Responsibilities include converting qualified prospects to clients, evaluating financial situations, presenting investment offerings, conducting high-volume phone sales and in-person or virtual meetings, and completing ongoing training in finance, capital markets, portfolio management, and sales techniques.

Engage high-net-worth individuals who expressed interest in Fisher Investments, communicate the firm’s value proposition, understand investor goals, educate prospects, and schedule meetings with regional sales partners. This in-office, entry-level role in Camas, Washington offers mentorship, sales training, a base salary, and uncapped commission opportunities.