- Present Fisher's value proposition to high-net-worth investors to coordinate meetings with regional sales partners
- Direct your career progression and contribute to firm growth while enhancing the financial well-being of potential clients
- Thrive in a dynamic environment with like-minded colleagues and be recognized through participation in a merit-based system
- Benefit from warm leads provided by our marketing team, eliminating the need for cold calls
- No previous sales experience or industry knowledge required
- Deliver results: You have achieved success both personally and professionally
- Establish Trust: You know how to gain the confidence of others
- Communication: You are engaging and capable of connecting with diverse audiences
- Persuasion: You utilize compelling arguments to secure support and commitment
- Dedicated: You confront challenges head-on, learning from setbacks and striving for improvement
- Commission-based role - $50,000 base salary with reductions to $33,862 in WA; includes an appointment fee and a percentage of first year's management fees for new business closed by the firm's regional representative
- Full coverage of medical, dental, and vision premiums for you and eligible dependents
- A 50% match for your 401(k), up to the IRS limit
- 20 days of paid time off, plus 10 holidays (*California employees receive 17 days of PTO and 3 sick days)
- Family Support initiatives including 8 weeks of Paid Primary Caregiver leave, adoption support, and backup child care
- $10,000 fertility, hormonal health, and family-forming benefit
Account Executive - Fairview, United States - Fisher Investments
Description
Imagine stepping into a sales environment filled with motivated, thoughtful, and dedicated individuals focused on enhancing our clients' financial futures. As a Canadian Account Executive, you will interact over the phone with high-net-worth individuals across Canada who have shown interest in Fisher Investments. Using sales strategies, you'll identify investors' objectives, educate them about our services, and schedule meetings with a Private Client Adviser.
Exciting Opportunity:
The role of Canadian Account Executive offers both fulfillment and excitement. Surrounded by professionals and mentors, you will enhance your sales abilities, establish connections within the organization, and steer your career path. You will directly report to a nearby manager who will assist you in the sales process. This in-person role is based in Plano, TX.
Day-to-Day Responsibilities:
Your Qualifications:
Compensation Package:
Why Choose Fisher Investments:
We operate with a greater purpose: improving the investment landscape. We take immense pride in our inclusive culture, personalized learning and development framework for every employee, and our Great Place to Work Certification. The people at Fisher drive our purpose, and we invest in them by providing exceptional benefits such as:
FISHER INVESTMENTS IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
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