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Sales Account Executive – Entry Level

Fisher Investments

Tampa, Florida

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Overview

At Fisher, we value our salespeople as the initiators of our firm’s growth, as well as those who lead the charge in bettering the lives of our clients. As the first point of contact with potential clients, our Account Executives help investors learn about our transparent fee structure, personalized strategies, and unique investment philosophy. Account Executives allow these potential clients to understand how our services can benefit their lives and help them reach their long-term goals. At Fisher, you can turn your sales and communication skills into a successful long-term career.

  • Schedule:  Full Time
  • Level:  Entry
  • Travel: None
  • Salary: Competitive

Uncapped Commissions. Warm Leads Provided. Upward Career Mobility.

Success Profile

At Fisher, our Account Executives demonstrate the following traits, and all are equally important to their success.

  • Resilient
  • Goal Oriented
  • Results Driven
  • Persuasive
  • Trustworthy
  • Relationship Oriented

Culture

  • In the fast-paced Account Executive role, you will work in an exciting and vibrant atmosphere while communicating Fisher’s value proposition to high-net-worth investors, arranging meetings with our Vice Presidents. Your sales production directly affects your growth, and you will be recognized and rewarded for your performance.
  • We reinforce your success with operational support, customized training programs, mentoring, and career coaching. You can also appreciate the stability of a growing firm with clients globally.

Potential Career Path

At Fisher, we can help you become a high-performing professional and achieve long-term success, regardless of your background. We offer a defined sales career track to an exclusive and lucrative opportunity in the investment industry, an opportunity earned by merit. Your sales production directs your progress – not tenure, or designations.

Our robust training offerings and supportive resources will help drive your professional development and growth as you build your lifelong career at Fisher. Each step along your journey leads to more resources, more responsibility, and more rewards.

Career Path

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.

  • Health Care

    Quality health care packages offered globally, covering you and your qualified dependents.

  • Work-Life Balance

    We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.

  • Awards & Recognition

    We celebrate achievements and drive a strong culture of recognition across the organization.

  • Time Off

    Our annual leave packages and country-specific paid holidays help you balance work and free time.

  • Retirement Plans

    Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.

  • Career Growth
    & Development

    Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

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. 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
  • Our marketing team will provide you with warm leads, which means no cold calling!

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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Anthony’s Fisher Journey: From Sales Intern to VP

Anthony M. grew his Fisher Investments career from summer Intern to Vice President in just a few years. How did he chart a rewarding Fisher career and find success while providing outstanding service to our clients?

Read More Anthony’s Fisher Journey: From Sales Intern to VP

The firm offers each Account Executive an in-depth sales training program to start, followed with ongoing coaching and mentoring. Even our most experienced sales people are always happy to spend one-on-one time answering questions and giving advice. This sales environment helped me develop my confidence, take on new challenges and projects, and achieve my goals. Aimee W. Account Executive Team Leader Fisher Investments
Over the years, so many people at Fisher have dedicated their time to my development. This includes fellow Account Executives who helped me figure out an effective process when I struggled early on, Team Leaders who shared different perspectives, and Vice Presidents that challenged me to get out of my comfort zone and develop new skills like data visualization and public speaking. I have been encouraged to strive for more than what I even thought possible! Mathew W. Account Executive Associate VP Fisher Investments
My job is to talk to potential clients about how Fisher can help them reach their financial goals, and help set up meetings between them and our Vice Presidents. I get to speak with people from all across the country. It takes a lot of hard work, but it’s rewarding to lead someone through the process and help them become a client at Fisher. Andrew N. Senior Account Executive Fisher Investments
Every Account Executive team has a wide variety of tenure and talent. It’s a common theme to have proactive mentors who take time out of their busy days to help their mentees and new hires on the team ramp up. Although sales is a competitive environment, it’s clear the Account Executives care about each other and support each other’s personal and professional development. Kristina C. Account Executive Team Leader Fisher Investments
My first year as an Account Executive at Fisher was filled with numerous trainings designed to help me develop in sales and educate me on the industry. I loved that first year because it was highly competitive and became the first time I really understood what a sales role required in order to have staying power and be successful. The firm provided me with a mentor from day one. I was surrounded by people with different experiences tenures, and skillsets to help me form a wide base of knowledge. Anthony M. WealthBuilder Vice President Fisher Investments
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