Fisher Investments is not your typical financial services company. We consider ourselves industry pioneers and pride ourselves in our specialized business model and innovative approach. We believe this creates value for not only clients – but also employees through a challenging and rewarding work environment.
Fisher Investments was named by The Oregonian/Oregon live as a Top Place to Work categorized Fisher’s benefits as “Best in Category” in Oregon/SW Washington in 2017. Fisher Investments was also named by Symplicity as one of the Best Places to Work for Recent Grads in 2016. Executive Chairman Ken Fisher has been recognized by Investment Advisor magazine as “Doing it Right” and more recently in its Thirty for Thirty list of the 30 most influential industry figures over the last 30 years for his innovative approach to building and growing Fisher Investments – including separate sales and service teams, extensive use of direct marketing, and hiring of a formally designated Chief Innovation Officer. Ken Fisher is ranked as one of the most accurate market forecasters by independent 3rd party CXO Advisory Group*.
* www.cxoadvisory.com/gurus. Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades,” contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher’s market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments or its clients. Not all forecasts may be as accurate as those in the past.
Fisher Investments is a privately-owned independent, fee-only adviser with over $89 billion* under management. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors.
The clients of Fisher Investments and its affiliates include over 175 large institutions and over 40,000 high net worth individuals. Founder and Executive Chairman Ken Fisher has written the Forbes “Portfolio Strategy” column for over 30 years, and has authored several New York Times bestsellers on finance and investing.
Our Investment Policy Committee has over 130 years combined industry experience and makes all strategic investment decisions, supported by a large in-house research staff. Founder, Executive Chairman and Co-CIO Ken Fisher's Forbes Portfolio Strategy column for 30+ years (1984-2017), he has written 11 books on investing and personal finance, 4 of which are New York Times bestsellers, was named by Investment Advisor as one of the 30 most influential industry individuals in the last 30 years, and is globally recognized as an investment guru.
The firm's headquarters are in Camas, WA, and aslo has offices in Woodside and San Mateo, California. Internationally, Fisher Investments’ wholly-owned subsidiaries include: Fisher Investments UK, offering the firm’s services to investors in the UK, and Grüner Fisher Investments GmbH, serving investors in Germany.
*As of 9/30/2017, Fisher Investments and its subsidiaries manage over $89 billion in assets—over $46 billion for North American private investors, over $37 billion for institutional investors and over $4 billion for European private investors.
Whether you are new to the business or have a history of success, you will find an array of career opportunities at Fisher Investments. We are committed to helping employees build lasting careers and offer extensive training and the opportunity to move vertically or laterally. Your own determination and accomplishments will define your career path.
Just starting out? Fisher Investments’ associate positions in a variety of departments, including Sales, Client Services, Research and Investment Operations, offer a launch pad for a financial services career with immediate hands-on experience, broad exposure to the business, extensive training, mentoring and ongoing education. You will have exposure to many different areas of the firm with the ability to interact with different levels of management, even at this associate level. You will be given the opportunity to excel from day one.
Seasoned professional? Continue your financial services career at Fisher Investments. We offer a variety of opportunities in Client Services and Sales where you’ll work with a high caliber team of professionals to provide top-notch service to current and prospective clients. Or work in IT where you’ll have hands-on involvement in many exciting projects that support the firm’s marketing, trading, and other activities.
We want people to build lifelong careers at Fisher Investments. Therefore, we promote a challenging, results-oriented environment where employees are given the tools to succeed and rewarded when they do. We seek to continually innovate, encouraging employees to share and test new ideas – both big and small. Everybody is given an opportunity to make a difference.
Fisher Investments believes in a meritocracy where employees are rewarded based on contributions and performance. We also believe in an open, team-oriented environment—there are no offices or cubicles, employees are grouped into teams, and the management structure is relatively flat. All this promotes an interactive, collaborative setting where people are motivated to work at their full potential, and exceptional people can stand out.
One of Fisher Investments’ greatest assets is its employees. Therefore, we have a commitment to education, training and ongoing development at all levels. We also offer the opportunity for employees to take on new, challenging opportunities throughout different areas of the firm, based on their performance. This enables employees to expand skills, contribute at the highest possible level, and ultimately build a rewarding career path.
Fisher Investments offers a competitive compensation package including the following:
· Employer paid Medical, Dental, and Vision for employees plus dependents
· 401(k) Benefits with a 50% Company Match on all contributions
· Generous Paid-Time-Off, including Holidays
· Opportunities for Life Insurance and Disability Coverage
· Ability to maintain an HSA Account or establish one with Company Match
· Other Optional Employee Services, such as discount plans
· Employee Referral Program
I have been working at Fisher Investments full-time (More than a year)
Beyond being a part of a company that is in true growth mode and who truly believes that our jobs as service providers are to make a positive impact on the lives of the people who entrust us to coach and guide them. There are amazing personal reasons to be a part of Fisher Investments! Benefits-Fisher investments provides fully paid health, vision, and dental premiums for you and your family! There is also a 50% 401K match up to $9000.00 per year! there is a significant focus on developing talent for internal growth opportunities! If you are someone who likes to learn and grow, Fisher Investments has developed an extensive format for continued development that will help you to achieve your short and long term goals. The campus is private and parking is plentiful and free! Fisher is a place to come and grow your career for a lifelong partnership.
There are many needs for process improvement. Many systems and processes have been past their prime for years. It is time to upgrade and to make significant changes in process for efficiency and accuracy.
Advice to Management
Look to hire more external talent to assist with the knowledge base within specific disciplines. Specifically to assist with process improvement from a different point of view and expertise.
I applied online. I interviewed at Fisher Investments.
Phone call that was mainly behavioral questions; lasted about 30 minutes and was a way to explain more about the role. Pretty easy process overall, but job was not for me