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 not only for our clients, but also for our employees, through the provision of a challenging and rewarding work environment. And we’ve been recognized for the ways in which we value our employees: For The Oregonian’s 2017 Top Workplaces awards, Fisher Investments was ranked as #4 in the Large Business category, as well as Best in Category for Benefits. We were also certified as a Great Place to Work in 2017, with 8 out of 10 of our employees describing our firm as a great workplace.
Fisher Investments is a privately-owned independent, fee-only adviser with over $100 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 45,000 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 1/12/2018, Fisher Investments and its subsidiaries manage over $100 billion in assets—over $52 billion for North American private investors, over $41 billion for institutional investors and over $5 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 (Less than a year)
Fisher offers so many unique opportunities to their employees. We are all offered lateral and upward career opportunity within the firm as well as onsite training seminars and courses to develop the depth and breadth of each employee. EXCELLENT benefit packages: salary is extremely competitive if not better than the rest of the market place, 401k matching up to 50% of the IRS maximum, 4 weeks PTO in addition to the 9 NYSE holiday closures, 100% of insurance premiums are covered by Fisher for you, your dependents and spouse, optional life and disability insurance coverage at a very low cost as well as many discounts through out the community for being an employee.
Long work days; 7A-5P work schedule Monday - Friday.
I applied through a recruiter. The process took 6 weeks. I interviewed at Fisher Investments (San Mateo, CA) in April 2018.
A headhunter hooked me up with their recruitment firm and it went from there. The process has been about 1 1/2 months so far. I loved every part of the interview. This type of business and atmosphere is where I thrive. Competition only makes you a better salesperson. I truly hope I get this position as I am ready to start with this company. They have a great story and have a lot of pride in what they do and the care they give the clients. I have been very successful in similar roles and ready to get back out there and pound the pavement (phone).