Job Overview
Compensation
Salary
Exact $50,000.00
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401k Match
Paid Time Off
Paid holidays
family support programs
Job Description
Fisher Investments is a prominent investment management firm known for its commitment to improving clients' financial futures through personalized investment strategies and exceptional client service. Operating as a leader in the financial services industry, the company focuses on building long-term relationships with high-net-worth individuals and providing tailored investment solutions that align with each client's unique goals. Recognized for its inclusive culture and dedication to employee development, Fisher Investments boasts a Great Place to Work Certification and offers comprehensive benefits aiming to support both the professional and personal lives of its employees.
The Account Executive role at Fisher Investments is a dynamic and rewarding position that places you at the center of a motivated sales environment. This in-office position is based in Camas, Washington, where you will be part of a collaborative pod led by an experienced manager who guides you through the sales process. As an Account Executive, you will engage with high-net-worth investors who have expressed interest in Fisher Investments’ materials. Your primary responsibility is to communicate the company’s value proposition effectively, understand investor goals through skilled sales techniques, and set meetings between investors and the firm’s outside sales team. This role combines the stability of a base salary with the opportunity to earn uncapped commissions, creating a pay structure that rewards hard work and performance.
In this role, you will enjoy a vibrant working atmosphere surrounded by like-minded professionals who are passionate about financial services. The company fosters an environment where your career trajectory is in your hands — the harder you work, the more you earn. Being part of Fisher Investments means you will develop valuable sales skills through mentorship and hands-on experience while contributing meaningfully to helping clients secure their financial well-being. This position requires no prior sales experience or specific industry knowledge, making it an ideal opportunity for driven individuals eager to build a successful career in financial services sales. With competitive compensation that includes a $50,000 base salary (with step-downs to $35,630.40 in Washington state) and commission potentials that have allowed a significant portion of new Account Executives to surpass $100,000 earnings in their first year, this role offers both challenges and substantial rewards.
Additionally, Fisher Investments supports its workforce with exceptional benefits, including 100% paid medical, dental, and vision premiums for employees and their qualifying dependents, a 50% 401(k) match up to the IRS maximum, generous paid time off, and family support programs such as paid primary caregiver leave and fertility assistance. The firm strongly values trust, communication, and commitment in its team members, aiming to instill these core qualities that will help you succeed in the sales environment and create lasting client relationships. Overall, joining Fisher Investments as an Account Executive means embarking on a career with ample opportunity for growth, learning, and meaningful impact on clients’ financial futures.
The Account Executive role at Fisher Investments is a dynamic and rewarding position that places you at the center of a motivated sales environment. This in-office position is based in Camas, Washington, where you will be part of a collaborative pod led by an experienced manager who guides you through the sales process. As an Account Executive, you will engage with high-net-worth investors who have expressed interest in Fisher Investments’ materials. Your primary responsibility is to communicate the company’s value proposition effectively, understand investor goals through skilled sales techniques, and set meetings between investors and the firm’s outside sales team. This role combines the stability of a base salary with the opportunity to earn uncapped commissions, creating a pay structure that rewards hard work and performance.
In this role, you will enjoy a vibrant working atmosphere surrounded by like-minded professionals who are passionate about financial services. The company fosters an environment where your career trajectory is in your hands — the harder you work, the more you earn. Being part of Fisher Investments means you will develop valuable sales skills through mentorship and hands-on experience while contributing meaningfully to helping clients secure their financial well-being. This position requires no prior sales experience or specific industry knowledge, making it an ideal opportunity for driven individuals eager to build a successful career in financial services sales. With competitive compensation that includes a $50,000 base salary (with step-downs to $35,630.40 in Washington state) and commission potentials that have allowed a significant portion of new Account Executives to surpass $100,000 earnings in their first year, this role offers both challenges and substantial rewards.
Additionally, Fisher Investments supports its workforce with exceptional benefits, including 100% paid medical, dental, and vision premiums for employees and their qualifying dependents, a 50% 401(k) match up to the IRS maximum, generous paid time off, and family support programs such as paid primary caregiver leave and fertility assistance. The firm strongly values trust, communication, and commitment in its team members, aiming to instill these core qualities that will help you succeed in the sales environment and create lasting client relationships. Overall, joining Fisher Investments as an Account Executive means embarking on a career with ample opportunity for growth, learning, and meaningful impact on clients’ financial futures.
Job Requirements
- Bachelor's degree or equivalent work experience
- excellent communication skills
- strong interpersonal skills
- willingness to work in-office in Camas, WA
- motivation to learn and grow in sales
- ability to handle rejection professionally
- reliable attendance and punctuality
Job 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 and learn from setbacks
Job Duties
- 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
- pick up the phone and engage with interested clients using sales techniques
- determine investors’ goals and educate them on company services
- set meetings with the outside sales team to advance the sales process
- collaborate and receive mentorship from on-site managers
Job Criteria
Experience
No experience required
Job Location
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