Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
Financial Services • Portfolio Management • Investment Advice • Retirement Planning • Retirement Investment Planning
2 days ago
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
Financial Services • Portfolio Management • Investment Advice • Retirement Planning • Retirement Investment Planning
• Work from home as an independent contractor focused on acquisition (no admin). • Target clients with liquid assets of over 350,000 Euros. • Receive support from our teams and a steady flow of leads. • Understand Fisher Investments' market philosophy through specialized sessions. • Report directly to the Managing Director.
• Proven and quantifiable experience in individual sales with stock market investors. • Over 5 years of experience in sales focused on high net worth investors. • Track record of acquiring new clients. • Motivated by goal setting and achievement of objectives. • Ability to assess risks of decisions, understanding that losses can be part of winning. • Optimistic and view failures as opportunities for improvement. • High activity orientation and persistence despite setbacks. • Strong interpersonal skills to engage diverse audiences. • Ethical and professional demeanor.
• Competitive compensation structure with unlimited earning potential. • Excellent customer service with a 99% client retention rate. • Transparent commission structure aligning company interests with client goals. • Separation of responsibilities allowing full focus on sales. • Fully remote work opportunity. • Client assets managed by reputable European custodians and Fisher Investments in the US.
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