Finance Inside Sales - Account Executive

  • Company

    Fisher Investments
  • Location

    USA-OR-Portland
  • Compensation

    Base plus commission
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    29 Aug 2008
  • eFC Ref no

    421154
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 $45 billion in assets under management (As of December 31, 2007) and are now searching for highly talented individuals to join our team. We have offices in the San Francisco Bay Area and Portland OR, Metro Area.

Opportunity:
  • Amplify your financial career with an expanding multi-billion dollar investment firm
  • Perform in conjunction with Vice Presidents to facilitate meetings
  • Ongoing training in capital markets, portfolio management, and consultative sales
  • No cold calling - unlike most financial advisors, investors have responded to us
  • An energetic team environment without the typical broker conflicts of interest


Responsibilities:
  • Communicate with high-net worth investors who responded to the firm
  • Convey Fisher Investments’ philosophy and strategy
  • Facilitate the asset acquisition process with qualified high net-worth investors
  • Enhance skill sets, increase market knowledge, and achieve success

Qualifications:
  • Bachelor's degree from a 4-year college or university required
  • Financial background and/or brokerage track record of sales production 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, 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 and maintains a drug-free workplace.

  • Company:

    Fisher Investments

  • Website:

    www.fi.com

  • Recruiter Ref:

    1103

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