Australian Account Executive

Fisher Investments

Education
Benefits
Special Commitments

Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia® is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our presence in the Australian market by becoming an Account Executive.

The Opportunity:

As an Account Executive, you will work closely with others on the Fisher Investments Australia team to confirm appointments with high-net-worth prospects. Account Executives screen leads through inbound activity and phoning prospects directly. We offer a compensation structure that aligns with our clients' best interests and our commitment to being a fiduciary firm. You will report to our Account Executive Team Manager, whose experience in the role will assist you in navigating prospect relationships and provide personalized career development. You will work on-site.

The Day-to-Day:

  • Reach out to prospect leads generated through FIA marketing efforts – no cold calling!
  • Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with FIA outside sales individuals
  • Confirm prospect meetings and update prospect profile

Your Qualifications:

  • A University degree or equivalent combination of education and experience
  • Basic understanding of financial services and the Australia regulatory environment
  • Effective written and oral communication skills
  • Proficient in Microsoft Office products

Why Fisher Investments Australia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

Benefits:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).

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Confirmed 10 hours ago. Posted 30+ days ago.

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