Account Executive Fisher Investments Job and Career Guide

As an Account Executive at Fisher Investments, you'll be working directly with clients to understand their financial goals and develop personalized investment strategies.

Fisher Investments has a global presence, with offices in the United States, United Kingdom, Canada, and Australia, offering a diverse and international work environment.

To succeed in this role, you'll need strong communication and interpersonal skills, as well as the ability to analyze complex financial data and make informed recommendations.

Fisher Investments offers a comprehensive training program to help new hires develop the skills and knowledge needed to excel in this position.

The Fisher Investments Account Executive role is a great opportunity for those looking to grow their sales skills and build relationships within the firm. This in-office job is located in Plano, TX, where you'll report to a manager who will guide you in the sales process.

You'll be surrounded by motivated and passionate individuals who are committed to improving their clients' financial futures. As an Account Executive, you'll engage with high-net-worth individuals, determine their goals, and educate them on Fisher Investments' services.

This role offers a salary plus uncapped-commission pay structure, providing a comfortable level of guaranteed income with the potential for uncapped, performance-based commission.

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As an Account Executive at Fisher Investments, you'll be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and promoting Fisher's investment products and services.

Fisher Investments Account Executives are expected to have a strong understanding of the company's investment strategies and products, including its Global Macro Strategies and Tactical Asset Allocation.

You'll need to have excellent communication and interpersonal skills to effectively work with clients, colleagues, and other stakeholders.

As an Entry Level Sales Executive, you'll be working in a sales environment surrounded by motivated and passionate individuals who are committed to improving clients' financial futures.

You'll be picking up the phone to engage with high-net-worth individuals who have expressed interest in Fisher Investments' materials. This is where you'll use your sales techniques to determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.

The Account Executive position is both rewarding and engaging, allowing you to grow your sales skills and build relationships within the firm.

You'll be reporting to a manager who will sit with you in the pod and guide you through the sales process.

Based on a salary plus uncapped-commission pay structure, you'll have some guaranteed income with the possibility of earning uncapped, performance-based commission.

Worth a look: Commercial Account Executive

As an Account Executive at Fisher Investments, you can earn an average annual salary of $152,416, which translates to approximately $73 per hour. This salary range typically falls between $138,319 and $163,459.

The salary for this role can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications. Years of experience, specific skill sets, educational background, and relevant certifications are key determinants of salary.

In the Sales Account Executive - Entry Level position, you'll have a salary plus uncapped-commission pay structure, providing some guaranteed income with the possibility of uncapped, performance-based commission.

A fresh viewpoint: Commercial Account Executive Salary

As of January 2025, the average annual salary for an Account Executive is $152,416, which translates to approximately $73 per hour.

This salary range can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications.

Years of experience, specific skill sets, educational background, and relevant certifications are key determinants of salary.

Salaries for Account Executives at Fisher Investments typically range from $138,319 to $163,459, reflecting the diverse roles within the company.

It's essential to understand that salaries can vary based on individual qualifications, making a tailored salary estimate necessary.

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As an Account Executive, you'll be surrounded by motivated and passionate individuals who are committed to improving clients' financial futures. You'll engage with high-net-worth individuals, determine their goals, and educate them on your services.

You'll have the opportunity to grow your sales skills and build relationships within the firm, with guidance from your manager who will sit with you and guide you in the sales process. This is an in-office job located in Plano, TX.

Your salary will be based on a guaranteed income with the possibility of uncapped, performance-based commission, giving you the comfort of some guaranteed income and the potential for unlimited earning potential.

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