Fisher Investments - Good place to start | Glassdoor
There are newer employer reviews for Fisher Investments
There are newer employer reviews for Fisher Investments

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Helpful (1)

"Good place to start"

StarStarStarStarStar
  • Work/Life Balance
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Client Service Associate in San Mateo, CA
Current Employee - Client Service Associate in San Mateo, CA
Recommends
Approves of CEO

Pros

Environment is very conducive to learning new skills. Management encourages you to pick up new responsibilities as soon as you are comfortable with the ones you have currently.

Cons

Lots of whispering in the workplace. Not really a huge deal, but becomes aggravating over time. Employees receive many opportunities to move laterally throughout the firm, but few to move up in the ranks due to the flat management structure.

Advice to Management

Nothing to say here, besides addressing the issues I mentioned in the "Cons" section. Lateral movement can be great for some people, but if you're looking to keep ALL of your top talent, give them opportunities to move up as well.

Other Employee Reviews for Fisher Investments

  1. Helpful (1)

    "Will do."

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Woodside, CA
    Current Employee - Anonymous Employee in Woodside, CA
    Recommends
    Approves of CEO

    Pros

    Regardless of your job role within the firm, everyone is offered the opportunity to learn about each aspect of investing, and how/why it works. Whether you are with the firm for 2 years or 20, they ensure that you have no excuse for not knowing how to invest in a manner that will allow you to live quite comfortably upon retirement. The group vice president (GVP) of each department plays the largest part in your professional development, and the opportunities extended to you (although some would also argue that this can be viewed as a con as well). Finally, as long as you realize that this is an investment firm, and you're expected to contribute at a high level every single day while leaving the self-pity at home, you'll do just fine.

    Cons

    10+ hour days. Enough said.

    Advice to Management

    A lot of activity does not necessarily equate to a lot of productivity. Learn from past mistakes, don't repeat them by refusing to acknowledge them.


  2. Helpful (4)

    "Fisher Investments - Small Boutique Firm with a unique offering"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Account Executive in Vancouver, WA
    Former Employee - Account Executive in Vancouver, WA
    Recommends
    Approves of CEO

    Pros

    They treat their employees well and work to ensure a work/life balance. The pay and benefits are great. They have a policy of moving employees around the company which leads to a well balanced experience. The Vancouver, WA office offers a great location for quality of living being a few minutes north of Portland, Oregon but offering some distinct advantages. There is a large amount of people with experience in the industry working there, and the culture encourages information sharing so it is always possible to learn something new. The firm continues to grow and they do take good care of their employees.

    Cons

    The hours can be tough in sales as with any finance firm at 6am. Warm calling prospects to set up meeting as inside sales can be tedious and repetitive. An employee must have a strong constitution to keep hearing no all day but to continue with a positive outlook making calls. Once you set a meeting with an Outside sales representative to go see a potential client you lose control of the sale, which can be frustrated since not only your income is dependent on that but also your performance reviews. The process is more of finding the right customers that fit Fisher rather then finding out how Fisher can help everyone.

    Advice to Management

    Clearer expectations at times with a focus on finding metrics that do well, this has always been an issue in constant flux in evaluating account executives. In most cases TL's are fair but there is a wide variation in what they look for in a good appointment. This needs to be regulated and fixed for a comparison of different teams in the AE department.

There are newer employer reviews for Fisher Investments
There are newer employer reviews for Fisher Investments

See Most Recent

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