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Fisher Investments

63 Fisher Investments Senior Client Service Associate Jobs (Flexible Options) Near Me

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Is it stressful to work at Fisher Investments?

Most people feel stressed here.
80% of people say they often feel stressed 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.

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.

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.

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.

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.

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.

What are the most popular jobs at Fisher Investments?

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Vice President of Sales - Financial Services

Fisher Investments

Columbus, OH • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. 

The Ohio Valley Region includes the following states: Ohio, West Virginia, and Pittsburgh, Pennsylvania. 

The Day-to-Day:

  • Convert prospects to clients by showcasing the Fisher difference
  • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
  • Educate prospective clients on the variety of Fisher Investment’s offerings
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications:

  • 5+ years experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings

Compensation:

  • This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees.

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
  • 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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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