At Fisher Investments our Account Executives (AE's) engage with high-net-worth individuals who expressed interest in our promotional materials. Using their sales expertise, AE's determine the prospect's investment goals and educate them on our strategy. They guide communication between a prospective client and our firm, affecting both the prospect's financial future and our overall growth.
The Account Executive Manager is much more than a manager—our group is built on leaders. Reporting to the AVP of Account Executives, you will gain the skills required to motivate and coach employees to greatness. You will also hone your interviewing skills, gaining an in-depth understanding of our firm's sales process and the prospective client-facing aspects of the financial services industry. Along the way, you will be challenged with leading a team of, outgoing, motivated sales personnel producing quality appointments for our outside sales team.
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER