advantage of well-defined promotion opportunities and join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Take control of your financial future with an uncapped commission compensation structure.
You will be supported by a dedicated team that provides personal sales support, client service, marketing, research and more. You will report to the US Private Client Group Inside Sales Leader who will make sure you have all the resources you need for the sales process. Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales
positions within 2 years. This position is located in Plano, TX (not a remote role). The Day-to-Day: Be the voice of Fisher Investments to prospective clients who have requested information Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape and how Fisher Investments differs Receive training in advanced phone sales techniques, finance, capital markets and portfolio management Your Qualifications: 2+ years experience working in financial services Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations Success persuading
and educating potential clients 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 Associated topics: financial advisor, financial planner, financial product, financial service, merchant service solution, mortgage, payment, personal banker, stock broker, treasury
