Financial Counselor (VANCOUVER)

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2 years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance 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

Physician Assistant (SAN ANTONIO)

University Health Critical Care APP Fellowship The University Health Critical Care Advanced Practice Provider (APP) Fellowship is a 12-month, post graduate training program for certified, licensed Acute Care Nurse Practitioners and Physician Assistants. During their training, fellows will rotate through medical, surgical-trauma, neuro, cardiothoracic and transplant intensive care units, along various other sub-specialties, exposing them to a multitude of health conditions. Fellows will train alongside APPs and physicians to hone their assessment, diagnosis, and treatment skills specific to the critically ill. Eligibility: Must have graduated or be pending graduation from an accredited Adult-Geriatric or Adult Acute Care Nurse Practitioner program OR accredited Physician Assistant program at the time of interview Must complete/clear the credentialing and enrollment process prior to starting the program which includes but is not limited to the following: Current board certification in area of specialty Current/unencumbered Texas Nurse Practitioner or Texas Physician Assistant license Active BLS/ACLS from an approved American Heart Association training center prior Application Process: Step 1: Complete University Health online employment application Physician Assistant / Nurse Practitioner – Critical Care Fellowship Program at University Health Step 2: Submit to [email protected] Current CV Educational transcripts A personal statement detailing interest in advanced critical care training and career goals. Should be no more than one page, single spaced. Two recommendation letters. If graduating or recently graduated, letters should be from your clinical coordinator or program director. If you are currently in practice, letters should be from your most recent supervising or collaborating physician. The application period is currently open Interview Process: Qualified applicants will be contacted by program leadership to schedule an interview. Notification Process: Candidates will be notified regarding the final selections.

Vice President of Sales – Financial Services (BOSTON)

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 Northeast Region includes the following states: New York, Connecticut, Rhode Island, Massachusettes, Vermont, New Hampshire, and Maine. 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 $100,000, 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

Financial Consultant (CLEARWATER)

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4 years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus 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

Physician Assistant (BOERNE)

University Health Critical Care APP Fellowship The University Health Critical Care Advanced Practice Provider (APP) Fellowship is a 12-month, post graduate training program for certified, licensed Acute Care Nurse Practitioners and Physician Assistants. During their training, fellows will rotate through medical, surgical-trauma, neuro, cardiothoracic and transplant intensive care units, along various other sub-specialties, exposing them to a multitude of health conditions. Fellows will train alongside APPs and physicians to hone their assessment, diagnosis, and treatment skills specific to the critically ill. Eligibility: Must have graduated or be pending graduation from an accredited Adult-Geriatric or Adult Acute Care Nurse Practitioner program OR accredited Physician Assistant program at the time of interview Must complete/clear the credentialing and enrollment process prior to starting the program which includes but is not limited to the following: Current board certification in area of specialty Current/unencumbered Texas Nurse Practitioner or Texas Physician Assistant license Active BLS/ACLS from an approved American Heart Association training center prior Application Process: Step 1: Complete University Health online employment application Physician Assistant / Nurse Practitioner – Critical Care Fellowship Program at University Health Step 2: Submit to [email protected] Current CV Educational transcripts A personal statement detailing interest in advanced critical care training and career goals. Should be no more than one page, single spaced. Two recommendation letters. If graduating or recently graduated, letters should be from your clinical coordinator or program director. If you are currently in practice, letters should be from your most recent supervising or collaborating physician. Interview Process: Qualified applicants will be contacted by program leadership to schedule an interview. Interviews will take place during the month of November. Notification Process: Candidates will be notified regarding the final selections no later than December 14 th , 2024.

Physician Assistant (HONDO)

University Health Critical Care APP Fellowship The University Health Critical Care Advanced Practice Provider (APP) Fellowship is a 12-month, post graduate training program for certified, licensed Acute Care Nurse Practitioners and Physician Assistants. During their training, fellows will rotate through medical, surgical-trauma, neuro, cardiothoracic and transplant intensive care units, along various other sub-specialties, exposing them to a multitude of health conditions. Fellows will train alongside APPs and physicians to hone their assessment, diagnosis, and treatment skills specific to the critically ill. Eligibility: Must have graduated or be pending graduation from an accredited Adult-Geriatric or Adult Acute Care Nurse Practitioner program OR accredited Physician Assistant program at the time of interview Must complete/clear the credentialing and enrollment process prior to starting the program which includes but is not limited to the following: Current board certification in area of specialty Current/unencumbered Texas Nurse Practitioner or Texas Physician Assistant license Active BLS/ACLS from an approved American Heart Association training center prior Application Process: Step 1: Complete University Health online employment application Physician Assistant / Nurse Practitioner – Critical Care Fellowship Program at University Health Step 2: Submit to [email protected] Current CV Educational transcripts A personal statement detailing interest in advanced critical care training and career goals. Should be no more than one page, single spaced. Two recommendation letters. If graduating or recently graduated, letters should be from your clinical coordinator or program director. If you are currently in practice, letters should be from your most recent supervising or collaborating physician. Interview Process: Qualified applicants will be contacted by program leadership to schedule an interview. Interviews will take place during the month of November. Notification Process: Candidates will be notified regarding the final selections no later than December 14 th , 2024.