Finance Inside Sales - Account Executive
Fisher Investments is a privately-held investment management firm with a track record of successfully managing portfolios for high-net-worth private clients and some of the world's preeminent institutions. We've grown significantly over the past decade to over $28 billion in assets under management (as of June 30, 2009) and are now searching for highly talented individuals to join our team in the Portland Metro Area.
Opportunity:
-
Amplify your finance career with an expanding multi-billion dollar investment firm
-
Receive ongoing training in capital markets, portfolio management, and consultative sales
-
Base salary plus uncapped commission compensation structure
-
No cold calling. Unlike most financial advisors, investors have responded to us
-
An energetic team environment
-
Enhance skills, increase market knowledge and drive your own success
Responsibilities:
-
Contact high-net-worth investors who have responded to the Firm's advertising
-
Communicate Fisher Investments' philosophy and strategy to prospective clients
-
Help facilitate the client acquisition process with qualified investors
-
Work with Vice Presidents to coordinate meetings with potential clients
Qualifications:
-
Bachelor's degree or equivalent combination of experience and education
-
Track record of success in sales production preferred
-
Financial and/or brokerage background a plus
-
Strong work ethic and desire to excel in a dynamic team based environment
-
Highly professional consultative sales ability and work ethic
-
Goal oriented, exceptional communication skills, competitive, and articulate
Benefits:
-
Competitive base salary with a rewarding bonus structure
-
Open and supportive team-based environment
-
Work-life balance
-
Generous paid time off
-
Full medical, dental and vision benefits
-
401(k) plan with company match
Location: Our office location in Vancouver, WA, takes advantage of the fact Washington and Oregon are consistently ranked in the top places to live in the U.S. by major news magazines. The Portland Metro Area offers plenty of activities for urban and outdoor enthusiasts alike, with numerous options for restaurants, nightlife, shopping, hiking, skiing, rafting and wine-tasting to name a few!
Thank you for your interest in our firm. We look forward to hearing from you!
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER