You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
60 Fisher Investments Client Development Associate Jobs (Flexible Options) Near Me
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
New Client Counselor
Camas, WA · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
New Client Counselor
Camas, WA · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
New Client Counselor
Portland, OR · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
New Client Counselor
Portland, OR · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
New Client Counselor
Gresham, OR · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
New Client Counselor
Gresham, OR · Hybrid
... development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client ...
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fulfillment Associate
Tampa, FL · Hybrid
Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment ... Data entry of prospect and client information * Monitor office supply inventory * Sort and ...
Fulfillment Associate
Tampa, FL · Hybrid
Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment ... Data entry of prospect and client information * Monitor office supply inventory * Sort and ...
Fulfillment Associate
Tampa, FL · Hybrid
Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment ... Data entry of prospect and client information * Monitor office supply inventory * Sort and ...
Fulfillment Associate
Tampa, FL · Hybrid
Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment ... Data entry of prospect and client information * Monitor office supply inventory * Sort and ...
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
You'll report directly to your Team Leader who coaches you and supports your development. This ... FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments Jobs Information
What is it like to work at Fisher Investments?
Fisher Investments is known for its fast-paced and dynamic work environment, where employees are encouraged to think critically and collaborate with colleagues to achieve common goals. The company's team structure is organized around a flat hierarchy, allowing for open communication and a sense of camaraderie among employees, who work together to support the firm's mission of helping clients achieve their financial goals. For those interested in a career in finance, working at Fisher Investments may appeal to individuals who value a challenging and results-driven work environment, with opportunities for professional growth and development in a rapidly evolving industry.
What makes Fisher Investments an attractive place to work?
Fisher Investments is a global investment management firm with a long history of providing investment advice to individuals, high net worth individuals, and institutional clients. The company offers a dynamic and collaborative work environment that values innovation, teamwork, and professional growth, with opportunities for employees to develop their skills and expertise in a fast-paced and ever-changing industry. By joining Fisher Investments, individuals can contribute to the company's mission of helping clients achieve their financial goals and pursue a rewarding career with opportunities for advancement and professional development.
Do workers at Fisher Investments get paid breaks?
Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
38% of people say they don’t get paid breaks.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
Does Fisher Investments pay people when they’re sick?
Yes. Most people get paid when they’re sick.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Is the health insurance from Fisher Investments affordable enough for their workers?
Most people say the health insurance costs are okay.
89% of people say the health insurance costs are okay
Based on data from 9 people who took the Breakroom Quiz between March 2025 and February 2026.
89% of people say the health insurance costs are okay
Based on data from 9 people who took the Breakroom Quiz between March 2025 and February 2026.
Do workers at Fisher Investments worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
100% of people report they don’t worry about getting enough hours.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
Do Fisher Investments workers get to choose the shifts they work?
Most people get to choose which shifts they work.
67% report that they have enough control over which shifts they work.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and July 2025.
67% report that they have enough control over which shifts they work.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and July 2025.
How easy is it for Fisher Investments workers to change shifts?
Most people find it easy to change shifts.
80% of people report that it’s easy to change shifts if they need to.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and May 2025.
80% of people report that it’s easy to change shifts if they need to.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and May 2025.
How easy is it to get time off at Fisher Investments?
Most people find it easy to get time off.
93% of people report it’s easy to get time off.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
93% of people report it’s easy to get time off.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Do Fisher Investments managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
Do jobs at Fisher Investments spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and July 2025.
How easy is it to take sick days at Fisher Investments?
Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments feel treated with respect by their managers?
Most people feel treated with respect by their managers.
85% of people say they’re treated with respect by their managers.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
85% of people say they’re treated with respect by their managers.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments get to take their breaks without interruption?
Most people get breaks without interruption.
100% of people report that they get to take their breaks without interruption.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people report that they get to take their breaks without interruption.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Is it stressful to work at Fisher Investments?
Most people feel stressed out here.
80% of people say they often feel stressed out at work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
80% of people say they often feel stressed out at work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments enjoy their jobs?
Most people enjoy their job.
73% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and January 2026.
73% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and January 2026.
Do people at Fisher Investments recommend working with their team?
Only some people recommend working with their team.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get enough training when they start at Fisher Investments?
Most people got enough training when they started.
73% of people report they got enough training when they started working here.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
73% of people report they got enough training when they started working here.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get support to advance at Fisher Investments?
Most people are given support to advance their career here.
In the last year, 85% of people report being given support to advance their career here.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and January 2026.
In the last year, 85% of people report being given support to advance their career here.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and January 2026.
Do people think Fisher Investments’s headquarters understands what’s happening where they work?
Most people think headquarters understands what’s happening where they work.
58% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
58% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers feel well informed about how Fisher Investments is doing?
Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and February 2026.
What other companies are hiring for Client Development Associate jobs?
What are the most popular jobs at Fisher Investments?
What are the most popular categories at Fisher Investments?
Full-time
Medical, Dental, Vision, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
Fisher Investments rating
8.5
Based on 15 frontline employees who took The Breakroom Quiz
Job description
Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.
The Opportunity:
You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Plano, TX.
The Day-to-Day:
- Communicate with high-net-worth UK clients and our partner firms in the US and UK
- Work with Investment Counselors to fulfill operational requests from clients
- Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
- Provide long-term account maintenance for existing UK clients
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and experience
- Demonstrated interest in client service and operations activities
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on - you learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
What Fisher Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979