
location_onCuster Road, Plano, Collin County, Texas, 75023, United States
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.
This is a rewarding and engaging role where you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. While the role targets the Canadian market, this is an in-office position located in Camas, WA.
You will communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners. In this vibrant atmosphere, you will work alongside like-minded peers, competing in a meritocracy where you are rewarded for your contributions. A key aspect of this role is that our marketing team provides warm leads, meaning you will not be cold calling.
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework, which is customized for every employee. It is the people that make the Fisher purpose possible, and we invest in them through exceptional benefits and a Great Place to Work Certification.
Fisher Investments is an Equal Opportunity Employer.
Work model: On-site
Custer Road, Plano, Collin County, Texas, 75023, United States
Plano, Texas