Employee Spotlight: Vice President of Sales Jennifer K.
Authors - Fisher Careers
Date - 6/27/24

How did you first hear about Fisher Investments?
I had been working in the institutional side of the industry for about 10 years and I missed working directly with families who needed investment help. It felt like perfect timing when I was approached by a Recruiter on LinkedIn for the Vice President of Sales role because I had been thinking about making a career move.
What made you want to take the leap and start the sales role with Fisher?
My previous roles touched many different parts of the financial industry and allowed me to discover that I had a natural talent for sales. One role as a Financial Advisor felt emotionally draining at times as I was wearing multiple hats which made it hard to excel. I was needing a new challenge and missing the connection of retail client sales.
I feel energized when I can get ahead of a potential client’s concerns and give them the information needed to confidently move forward with hiring a money manager. I was excited that this role would allow me to become an expert in one thing rather than wear multiple hats and get spread thin. I would get support from other roles in the business to manage the client relationship and portfolio.
The Vice President of Sales role seemed like the perfect fit because I could use my ability to connect with clients on a deeper level by understanding their unique situations. I was excited to build rapport with them and help them find the best possible solution for their portfolio.
Does this role require any licenses?
Yes, Registration as an Investment Adviser Representative is required. Fisher will cover the cost for the license if you do not have it already.
As a Vice President of Sales, what does your day to day look like?
I speak with potential clients and share with them what makes Fisher so unique in the industry as a private wealth manager and how we can be a value-add to their financial portfolio. When I talk with potential clients, I give them the tools and information they need to hire the right money manager. I want to make sure they have a full picture of their investment options. If a potential client does decide to come on board, I have support from internal partners for tasks needed to get them started!
You mention above that Fisher is unique in the industry. Can you tell us more about that?
Fisher has set itself apart from other money managers by adding clarity to the discussion with potential clients in all matters of the relationship: clear on the fees, clear on the investments, and clear on where we can assist in enhancing their financial picture. Being a Registered Investment Adviser and fiduciary means we always put the client’s best interests first!
What do you like most about your job and working at Fisher?
I enjoy the open concept office space as it creates a collaborative environment. I can ask questions and offer support to my colleagues easily since they are sitting right beside me.
I love speaking with potential clients and learning where they are on their financial journeys, so I can assist them in assessing how Fisher can potentially help. I feel proud to work for a company that always gives its best efforts in all things for their clients, their employees, and the industry in which they operate.
How has Fisher supported you as an employee?
I have enjoyed being a member of the Gender Equality Matters Employee Resource Group because it has provided space for making new connections. Also, the Internal Bridge Programs have helped bring clarity to the roles within our sales career path and I can learn how we support clients through all phases of the process.
What does career progression look like in this role?
This role specifically is structured in a way to motivate top achievement from the individual salesperson. The end goal for career progression is to be promoted to a Regional Vice President of Sales. Our team leaders support this goal by empowering us to help as many potential clients as we can and sharing the information they need to make a confident decision in hiring Fisher as their wealth manager.
What advice do you have for women who want to pursue a career in sales?
I believe using our innate abilities and unique skillsets have aided me in exceeding throughout my career. I use empathy, active listening, and clear messaging when meeting with potential clients. I have been so happy that I accepted this role, and I can see Fisher being my last stop until I retire!
View Vice President of Sales Roles
VP of Sales Roles-
-
-
U.S. Employee Benefit Highlights
It's important to look beyond what's deposited into your bank account when evaluating your total rewards package. When you work at Fisher Investments, we've got you covered with meaningful benefits that support your health and well-being throughout your career.
-
The Fisher Difference
We’re a different kind of investment firm and are proud to do things different than others in the industry.
-
Six Tips from Fisher Recruiters
These tips, from Fisher recruiters, will help you make a positive impression so you can interview with confidence and land a great job!
-
A Fisher Recruiter Shares What Sets Us Apart
Senior Recruiter Adrian M. gives insights about Fisher’s workplace culture and shares what employees like most about working at the company. He highlights three things he likes to share with candidates that help set Fisher apart from other companies.
-
-
Emily D., Group Vice President of Investment Counselors
Emily D. has grown her career at Fisher Investments for over a decade and has held a variety of different roles. Her focus area has been within the Investment Counselor group, but she also spent time gaining valuable experience working in Information Technology (IT) and Trading.
-
Fisher Investments’ Family Support Benefits
As part of our employee value proposition, The Fisher Difference, we provide our employees with an expansive benefits package that supports employees and their families throughout their career at Fisher.
-
Growing a Family and a Fisher Career
Over the past 10 years, Payal has grown her family as well as her career. At Fisher Investments, she found support to explore new roles and change career paths as her needs and interests evolved.
-
Celebrating our Fisher Creek Campus
Learn more about our largest Fisher Investments office and what makes Camas, WA a great place to live and work.
-
Our Camas, WA Campus
Our Fisher Creek office is in a beautiful park-like setting in Camas, Washington. In the heart of the Pacific Northwest, and 20 minutes from Portland, Oregon.
-
Fisher’s Client Programs are Unique in Financial Services
Delivering outstanding service and putting our clients’ interests first are core beliefs at Fisher Investments and our global affiliates. The Client Programs group supports this mission by planning and promoting thousands of events each year designed to help educate and engage our Fisher clients.
-
Anthony’s Fisher Journey: From Intern to VP
Anthony M. grew his Fisher Investments career from summer Intern to Vice President in just a few years. How did he chart a rewarding Fisher career and find success while providing outstanding service to our clients?
-
Building a Fisher Career
Kirsten F. is busy building and enjoying a lifelong Fisher career! She joined the firm in 2014 as a Regional Sales Associate and is now the Vice President of Regional Sales Associates.
-
Hear from our Technology Team
Hear from our Technology, Transformation & Security (TTS) employees about why is Fisher Investments a great place to grow your career.
-
Our Candidates Share How Fisher Stands Out as an Employer
At Fisher Investments and our global affiliates, we are committed to creating a positive candidate experience and connecting with candidates to find out what’s important to them. Learn the top four reasons candidates accepted offers at Fisher, and how it aligned with our employee value proposition.
-
Fisher is a Certified Great Place to Work®
Fisher Investments is proud to be Great Place to Work® Certified™ in the US for the fifth consecutive year.
-
Fisher Named Among Best Financial Companies for Women
Cultivating an inclusive workplace is a priority at Fisher Investments. In recognition of these efforts, we are proud to be named one of the 2023 Best Finance Companies for Women by FairyGodBoss, the largest online career community for women.
-
Building Lifelong Careers
At Fisher Investments, we welcome candidates from all majors and professional backgrounds. Our employees have exciting opportunities to grow their skills, explore different roles, and chart a course for a rewarding career. Hear from three of our remarkable employees.
-
The Fisher Difference. Investing in your future and long-term career.
When you work at Fisher Investments and our global affiliates, your journey is unique and personal. We strive to provide you with support to succeed today, and opportunities to grow and thrive tomorrow.
-
Our Performance Coaching Program for Employees
Providing innovative programs that help our employees manage their goals and navigate their career journey is an important priority.
-
Explore Your Career Options
At Fisher, our recruiting team helps you explore your options and find the best role based on your skills, interests, and our firm needs. We welcome candidates from all college majors, backgrounds, and experience levels.
-
How Career Development Empowers Fisher Employees
Levi G. shares his firsthand experience on how Fisher Investments and its global affiliates empower employees to build rewarding, lifelong careers. And how the firm has supported his growth and development.
-
Why Total Rewards Matter
Total rewards offerings vary greatly by employer but can generally be summed up as everything you may get out of the employment relationship — compensation, benefits, retirement contributions, work/life programs, flexibility, perks, recognition, professional development opportunities, and more.
-
Focusing on Learning and Development
In this video, three Corporate Learning and Development employees talk about their unique roles and experiences. They also share how Fisher supports employees’ growth and development as they build lifelong careers.
-
Five Steps to Start Your Fisher Career in an Entry-Level Role
Our entry-level sales, service, and operations roles are great opportunities for recent college graduates and anyone who wants to join a purpose-driven business and take on new responsibilities. Read five steps to get ready for your Fisher career if you are applying for an Associate or entry-level role.
-
How to Develop a Strong Personal Brand
Learn how to develop a strong personal brand that can support your job search and help you stand out!
-
Meet Fisher Investments’ University Recruiting Team!
If you’re a college student who’s interested in launching an exciting career, Fisher Investments’ University Recruiting Team is a great connection!
-
Hear From Our Employees About the Fisher Difference
See why our employees chose to build life-long careers here at Fisher Investments!
-
-
How Fisher Supported My Career Transition
Ken is a Corporate Learning and Development Specialist who made a career change after working in Technology roles for 20 years. This article focuses on his career transition journey and how Fisher Investments supported him.
-
Six Reasons to Join the Fisher Sales Track
Learn about six reasons to join the Fisher sales track as an Account Executive.
-
Employee Spotlight: Investment Counselor Tracy W.
A career can be an exciting adventure, and each Fisher Investments employee has a unique background and story to share. In this Employee Spotlight, you will learn why this role was an excellent fit for Tracy and what makes Fisher a great place to grow a rewarding, lifelong career.
-
Employee Recognition Makes an Impact
At Fisher, recognition is a compelling part of our company’s culture. We make authentic recognition the norm across every level, role, department, and country to reinforce employees’ outstanding work, and their contributions to our clients and the firm.
-
-
-
-
Six Reasons to become a Client Service Associate
Explore some of the many reasons to consider a role as a Client Service Associate.
-
Fisher Supports Employees at Every Stage of Their Career
Whether you are just starting your career, returning to work, or at a later stage in your career, we’ve got you covered. At Fisher Investments, we have many resources that support employees at all stages.
-
Relocating for Your Next Opportunity
At Fisher Investments and our global affiliates, many of our current employees chose to relocate in pursuit of the immediate and long-term benefits we offer, and they have found fulfillment both in and outside of work. Read about some of the ways Fisher helps ease the process of relocation.
Join our Talent Community
Stay connected by signing up to receive Fisher business updates and career information.
Sign Up for Job Alerts
Let us know what positions you’re interested in, and we’ll send you job notifications.