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Account Executive

Fisher Investments

Mesquite · On-site Full-time Entry Level 3d ago

About the role

Imagine joining a dynamic sales environment filled with motivated and passionate professionals dedicated to enhancing our clients' financial futures. As an Account Executive, you will connect over the phone with high-net-worth individuals who have shown interest in Fisher Investments' offerings. By applying effective sales techniques, you'll assess investors' goals, inform them about our services, and schedule meetings with our external sales team.

The Opportunity:

The Account Executive role is both rewarding and engaging. You will be surrounded by experienced professionals and mentors who will help you develop your sales skills and build valuable relationships within the company. This is an in-office position located in Plano, TX, where you will report to your manager who sits nearby to support you throughout the sales process. With a salary plus uncapped commission structure, you can enjoy a guaranteed income alongside the potential for high earnings based on your performance.

In simple terms: The harder you work, the more you earn!

Your Daily Responsibilities:

  • Articulate Fisher's value proposition to high-net-worth investors and arrange meetings with regional sales partners.
  • Shape your career path while contributing to firm growth and improving the financial well-being of prospective clients.
  • Thrive in a vibrant workplace with like-minded colleagues, rewarded in a competitive meritocracy.

Your Qualifications:

  • No prior sales experience or industry knowledge required.
  • Results-oriented: You have achieved personal and professional successes.
  • Trustworthy: You know how to earn the trust of others and prioritize their best interests.
  • Strong communicator: You connect effectively with diverse audiences.
  • Persuasive: You make compelling arguments to inspire support and commitment.
  • Resilient: You embrace challenges, learn from setbacks, and strive for improvement.

Why Choose Fisher Investments?

We operate with a greater purpose: to enhance the investment landscape. We take pride in our inclusive culture, tailored learning and development opportunities for every employee, and our Great Place to Work Certification. Our employees are the heart of Fisher's mission, and we invest in their growth by offering outstanding benefits, including:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents.
  • A 50% 401(k) match, up to the IRS maximum.
  • 20 days of PTO, plus 10 paid holidays.
  • Family support programs including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.

Fisher Investments is an Equal Opportunity Employer.

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