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Account Executive (Inside Sales) (2019-7897)

Camas, WA, United States


Job Description


Imagine walking into a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact the financial industry. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments’ materials. Using sales techniques, you’ll determine the individual’s investment goals and educate them on our strategy. You are the liaison between a prospective client and the firm - impacting both the prospect’s financial future and the firm’s overall growth.

The Opportunity:


Through hands-on experience, training, and mentorship, your personal development in the role is exponential. Surrounded by competitive professionals, you will grow your sales skills, build relationships within the firm, and earn an opportunity to create your own career path. The Account Executive position is both a rewarding and challenging role. Setting an appointment between a high-net-worth investor and a member of our Outside Sales Force is a victory.


Watch your name move up the rankings as you help provide the firm with another opportunity to better a prospective client’s future. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance based commission.


Simply put: The harder you work, the more you earn.

The Day-to-Day:

  • You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients’ financial wellbeing.
  • You will communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners.
  • You will facilitate actions in the sales process throughout the firm to provide a superior experience to potential clients.
  • You will build professional skills while gaining a deep understanding of the financial services industry as you help families across the country.
  • You will earn sales resources by competing in a meritocracy and vibrant atmosphere with like-minded peers.
  • You will develop abilities to succeed at future opportunities in full cycle sales, service, operations or one of the hundreds of other positions within the firm.

Your Qualifications:

  • No prior experience required, but experience in sales is preferred
  • Drive results: You have a demonstrable track record of success.
  • Instill Trust: You understand what it takes to earn the trust of others, and you can be counted on to look out for others’ best interests.
  • Communication: You’re a dynamic communicator capable of connecting with a wide array of audiences.
  • Persuade: You’re skilled at using compelling arguments to gain the support and commitment of others.
  • Resiliency: You meet challenges head-on. You learn and grow from your setbacks.

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.





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