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Fisher Investments Overview

Camas, WA
1001 to 5000 employees
1979
Company - Private
Finance
$10+ billion (USD) per year
Fisher Investments is a privately owned money management firm with over $71 billion assets under management*. Fisher Investments’ Private Client Group serves over 35,000 high net worth individuals from across the globe, and Fisher Investments’ Institutional ... Read more

Fisher Investments – Why Work For Us?


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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 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 $71 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 35,000 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 100 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 has written the Forbes Portfolio Strategy column for 30+ years, 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 12/31/2016, Fisher Investments and its subsidiaries manage over $71 billion in assets--over $36 billion for North American private investors, over $31 billion for institutional investors, and over $3 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.

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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.

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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

Fisher Investments Reviews

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  • Featured Review

    Helpful (6)

    "Great Place to Build a Career"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Team Leader in San Mateo, CA
    Current Employee - Team Leader in San Mateo, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments (More than 5 years)

    Pros

    Fisher is a place where you can work in lots of different areas over the course of a career. So, unlike so many of my friends at other companies, I don't have to seek out a new employer every few years in order to earn new responsibilities or learn new skills. The firm also prides itself on education, so there are ample opportunities to learn about finance, the industry, and world events from a capital markets perspective. I've worked at other firms where that is absolutely not the case.

    Cons

    Fisher is definitely not for everyone, and I would encourage anyone considering a job here to really get to know the culture--ask as many questions of the recruiters and interviewers as you can. The day-to-day can be tough for people not used to intense environments, and the formality of the office will be a culture shock to anyone coming from Technology or other similar firms in Silicon Valley.

    Advice to Management

    For folks who do well over time and earn it, more schedule flexibility would be nice.

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Fisher Investments Photos

Fisher Investments photo of: Fisher Investments Policy Committee
Fisher Investments photo of: Fisher Investments Washington Office
Fisher Investments photo of: Grüner Fisher Investments GmbH Office
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Fisher Investments Interviews

Interview Experience

Interview Experience
51%
29%
18%

Getting an Interview

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    Financial Services Representative Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Interview

    I submitted a resume.
    They called me for a phone interview.
    The interview took about 40 minutes.
    I was told they would call me to schedule a second interview.
    I was then called because they decided to nlt do a second interview.

    Interview Questions

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Fisher Investments Awards & Accolades

  • Top 25 Best Places to Work for Recent Grads, Symplicity, 2016
  • Top Advisor, Financial Times, 2015
  • Best Independent Money Management Firm, Wealth & Finance International, 2015
  • Wealth Manager of the Year, Advanced Financial Network (ADVFN), 2015
  • Best Employer in the German Financial Industry, Cash Online, 2015
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