If you have a startup mentality and would enjoy improving the retirement options of small businesses nationwide, this opportunity at Fisher Investments could be the role for you! Our 401(k) group is growing and you can help mold and adapt our business to better service our clients, within the security of working at a well-established firm. You don't need 401(k) experience to be successful, we have all the resources to train you to be an expert.
The retirement plan space can be a complex and confusing market for small businesses and their employees to navigate – our mission is to help them plan and save towards a more dignified retirement. You will use your bilingual English and Spanish language skills to directly support our clients and their employees through a variety of different requests, educating them on their retirement plan benefits and features along the way. If you enjoy handling new challenges every day, then you will excel in this dynamic role. You will report directly to your Manager who will aid in your training and career development.
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