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2 Days AgoSaved
Remote
United States
175K-175K Annually
Senior level
175K-175K Annually
Senior level
Financial Services
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.
Top Skills: Finra Series 65Finra Series 66Finra Series 7
2 Days AgoSaved
In-Office
Camas, WA, USA
36K-100K Annually
Entry level
36K-100K Annually
Entry level
Financial Services
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.
Junior
Financial Services
Engage high-net-worth Canadian prospects by phone, review their financial situations, present investment solutions, and convert qualified prospects into Fisher Investments clients. The role includes ongoing training in phone sales, finance, capital markets, and portfolio management, with qualified leads provided and no cold calling or travel. Candidates need financial services experience, CFA Level 1 or higher, recent portfolio management experience, a bachelor’s degree, and a successful persuasion and education track record.
2 Days AgoSaved
In-Office
Tampa, FL, USA
Junior
Junior
Financial Services
Recruiter responsible for sourcing, assessing, and recruiting candidates across the firm. Duties include managing the candidate experience through offer stage, conducting competency-based phone interviews, documenting evaluations, maintaining Talent Acquisition processes, collaborating with recruiters to meet hiring timelines, and developing creative sourcing strategies for diverse talent pools.
Top Skills: Applicant Tracking SystemLinkedin Recruiter
2 Days AgoSaved
In-Office
Plano, TX, USA
Internship
Internship
Financial Services
Paid 10-week summer sales internship providing hands-on sales training, mentorship, CRM lead processing, client communication, and professional development. Interns communicate Fisher Investments’ value proposition to high-net-worth investors using warm marketing leads, collaborate across departments, participate in projects and competitions, and build skills for future sales, service, or operations roles.
Top Skills: CRM
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2 Days AgoSaved
In-Office
Camas, WA, USA
100K-135K Annually
Senior level
100K-135K Annually
Senior level
Financial Services
The Senior Accountant manages assigned accounting processes and month-end close activities, including journal entries, reconciliations, variance analysis, and financial statements. The role ensures U.S. GAAP compliance, supports audits and regulatory filings, improves accounting systems and processes, and partners with finance teams on reporting and data flows. Responsibilities also include reviewing work, resolving accounting issues, and supporting international expansion efforts.
Top Skills: ExcelNetSuiteOracleSAPU.S. Gaap
2 Days AgoSaved
In-Office
Tampa, FL, USA
Senior level
Senior level
Financial Services
Lead fixed income portfolio construction, implementation, rebalancing, risk management, and strategy development. Translate macroeconomic and sector views into portfolio tilts, support Investment Policy Committee decisions, oversee trade lifecycles, maintain portfolio tools, and communicate investment insights to internal teams and sophisticated clients. The role also involves managing large datasets, collaborating across research and trading functions, and scaling strategies globally.
Top Skills: Financial Data Systems
2 Days AgoSaved
In-Office
Plano, TX, USA
Internship
Internship
Financial Services
Paid 10-week summer internship supporting Fisher Investments’ client services teams through training, project work, client-service activities, and professional development. Interns collaborate across teams, build finance-industry skills, and develop competencies for future sales, service, and operations roles. Candidates must be enrolled at an accredited university, graduating between December 2027 and August 2028, and able to relocate for in-person work in Camas, Plano, or Tampa.
2 Days AgoSaved
In-Office
Tampa, FL, USA
Mid level
Mid level
Financial Services
Executes SEO and reputation management initiatives through keyword research, competitive analysis, content reviews, performance reporting, dashboard development, influencer outreach, and search monitoring. The role analyzes website and competitor data, recommends process and strategy improvements, maintains SEO documentation, manages projects, and communicates outcomes to stakeholders. It also mentors junior team members and works onsite in a collaborative office environment.
Top Skills: AhrefsCSSHTMLJavaScriptMS OfficeMozScreaming FrogSemrush
2 Days AgoSaved
In-Office
Tampa, FL, USA
Expert/Leader
Expert/Leader
Financial Services
Leads enterprise architecture across business domains to support scalable data and AI modernization. Responsibilities include standardizing metadata, designing semantic data models and ontologies, guiding senior stakeholders through technical decisions, partnering with engineering and AI teams, supporting MLOps, reviewing AI-generated code, and shaping AI model development. The role requires extensive IT and enterprise architecture experience, Azure expertise, familiarity with metadata platforms, and financial services industry experience.
Top Skills: Azure Ai ServicesAzure Data ServicesErwinAzureMicrosoft PurviewMlopsUnity Catalog
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