Private Client Adviser - Inside Sales
Company: Fisher Investments
Location: Arlington
Posted on: October 22, 2024
Job Description:
Calling all financial professionals who hold a CFA Level 1 or
above and are looking for a sales focused role! As a Private Client
Adviser - Inside Sales, you will engage over the phone with
high-net-worth individuals throughout Canada who have expressed
interest in Fisher Investments. Take advantage of our well-defined
promotion opportunities where qualified leads are provided and
there is no cold calling. Join our privately held,
multi-billion-dollar, global investment firm to put our clients
first and better the investment universe. -The Opportunity: -You
will be supported by a dedicated team that provides sales support,
client service, marketing, research and more. You will report to
the Inside Sales Manager who will make sure you have the training
and resources to experience success. This onsite position is
located in Camas, WA. -The Day-to-Day:
- Be the voice of Fisher Investments to prospective Canadian
clients
- Review prospects' personal financial situation and provide
solutions
- Help qualified Canadian private investors become clients of
Fisher Investments
- Partake in ongoing training in advanced phone sales techniques,
finance, capital markets and portfolio management
- No travel required as this position is focused on phone-based
sales or virtual connectionsYour Qualifications:
- 2+ years experience working in financial services
- CFA (at least Level 1 passed) and 24 months portfolio
management experience within the last 5 years
- Bachelor's degree
- Multi-year track record of success
- Success persuading and educating prospectsCompensation:
- Commission/variable pay based position - $100,000 - $0 base
salary range with a gradual step down; compensation includes a
percentage of estimated first year's management fees plus trailers
for new business closed
- This role offers uncapped performance-based compensationWhy
Fisher Investments: -We work for a bigger purpose: bettering the
investment universe. We take great pride in our inclusive culture,
our learning and development framework customized for every
employee, and our Great Place to Work Certification. It's the
people that make the Fisher purpose possible, and we invest in them
by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your
qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays -
- Family Support programs including 8 week Paid Primary Caregiver
Leave, fertility, family forming, and hormonal health assistance
and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Arlington , Private Client Adviser - Inside Sales, Sales , Arlington, Texas
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