Your Retirement Solutions Career Starts Here
Welcome to Fisher Investments 401(k) Solutions! We offer exciting jobs and the chance to do rewarding work with a growing firm. As you explore career opportunities with us, keep in mind that the role you start in is just the beginning of an exciting Fisher career.
Discover why this is the right opportunity for you!
Be part of an expanding organization.
Fisher Investments has always been a different kind of investment firm. We were incorporated in 1979 and work for a bigger purpose: bettering the investment universe. Our unwavering commitment to delivering unparalleled service, continued education, and appropriate solutions to our clients helps set us apart in the industry. Come work for a Registered Investment Adviser who puts the client first and operates as a full 3(38) fiduciary specialist in the retirement plan space.
Join us on our mission.
Our mission is to bring superior retirement plan services to small and mid-sized businesses in the U.S., while helping their employees plan for retirement. As one of America's top advisers, we offer a wide variety of investment solutions to meet the needs of businesses and their employees. We will work with companies to optimize their retirement program and provide flexible investment solutions, fund management, and ongoing investment guidance.
- $236B+
assets under management*
- 5,000+
employees*
- 14
global offices*
- 145,000+
clients*
*As of 12/31/2023
Help us serve our clients.
The 401(k) Solutions group works closely with employers and their employees to improve retirement plan participation and savings rates. We have a high rate of client retention and provide the following services:
- Investment Strategy: We provide investment strategy, fund lineup management, and guidance for their employees to become retirement ready.
- Clear and Transparent Fees: We charge one clear and transparent fee for services. When our clients do better, we do better.
- Reduced 401(k) Administration: Our team helps with day-to-day administrative tasks and is a single point of contact for a company’s retirement plan.
- Employee Engagement: We meet with employees one-on-one to help them set their retirement goals, discuss market trends, and review their investment options.
Our group also offers Customizable 401(k) Plan Options and consults on plan design to help businesses explore options to create the right benefit. These options include profit sharing plans, auto enrollment for employees, an employer match, safe harbor plans for compliance testing, different tax strategies, and record-keeper alliance and coordination.
Great reasons to join our 401(k) Solutions team.
- Be part of an expanding organization that is dedicated to helping clients reach their goals.
- Join our mission to help small business owners and their employees retire with confidence.
- Turn your skills into a vibrant Fisher career with support, ongoing training, and development.
- Choose to work at one of our thriving Fisher offices: Camas, WA, Plano, TX, or Tampa, FL.
Turn your skills into a vibrant career.
When you join Fisher Investments 401(k) Solutions, you have the opportunity to grow a rewarding career. You will collaborate with others who are passionate about our work and the impact we make. The 401(k) Solutions group offers several roles designed to help you build your finance and retirement plan knowledge and expand your skillset over time as you build a rewarding Fisher career. No matter what job you start in, we will support your long-term success. We offer open career paths and encourage you to chart your own course.
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Sales Role
Our salespeople have an important role to play. As our initial point of contact with potential clients, they introduce our services to business owners and retirement plan sponsors and communicate how we can help their businesses and employees.- Business Engagement Associate
- Business Engagement Representative
- Senior Business Engagement Representative
- Business Development Representative
- Business Development Executive
- Senior Business Development Executive
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Service Roles
Retirement Services Support teams are also critical to our mission. They help our small-business clients establish a retirement plan, support plan participants and business owners with any ongoing service needs and provide world-class education on planning and saving for retirement.- Retirement Counselor
- Participant Service Associate
- Participant Engagement Associate
- Retirement Onboarding Coordinator
- Retirement Plan Specialist
- Participant Engagement Specialist
At Fisher Investments, as you advance your skills and knowledge, you will have the chance to explore other roles within 401(k) Solutions, as well as positions across the firm. Whether you are interested in providing financial education to individuals, educating small business leaders on retirement plans, managing projects, or leading teams, the next step you take in your career development will be up to you!
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Family Support
We support parents and families with Primary Caregiver, Parental Leave, paid time off, flexibility and resources.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.
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Career Growth
& DevelopmentLearning and development programs and resources support you as you build your Fisher career.
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