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International Investment Counselor (US Based) - UK Clients

Fisher Investments
Posted a month ago, valid for 12 days
Location

Tampa, FL 33689, US

Salary

Competitive

Contract type

Full Time

Paid Time Off

By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The Account Executive position at Fisher Investments involves engaging with high-net-worth individuals to discuss their financial goals and arrange meetings with the sales team.
  • This in-office role, located in Tampa, FL, offers a salary plus uncapped commission, allowing for significant earning potential based on performance.
  • No prior sales experience is required, but candidates should demonstrate a drive for results, strong communication skills, and the ability to build trust with clients.
  • Employees benefit from a vibrant work environment, comprehensive health coverage, a 401(k) match, and generous paid time off policies.
  • Fisher Investments is committed to fostering an inclusive culture and provides a learning framework tailored to support employee growth and success.

Overview

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments’ materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.

 

The Opportunity:

 

The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Tampa, FL where you will report to your manager who will sit in the pod with you and guide you in the sales process. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.

 

Simply put: The harder you work, the more you earn.

 

The Day-to-Day:

  • Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners
  • Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy

Your Qualifications:

  • No prior sales experience or industry knowledge needed
  • Drive results: You have experienced personal and professional success
  • Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests
  • Communication: You are engaging and can connect with a wide array of audiences
  • Persuade: You use compelling arguments to gain the support and commitment of others
  • Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement

Why 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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER




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By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.