International Private Client Adviser (US Based) - Canadian Clients (DALLAS)

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2 years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Vice President of Sales – Wealth Management (AUSTIN)

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 Central Gulf Region includes the following states: Texas and Louisiana. 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

Investment Counselor (Financial Advisor Alternative) (TAMPA)

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 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

Vice President of Sales – Financial Services (NEW YORK CITY)

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a local 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. Positions are available in several territories and states across the country. 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 Investments 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

Regional Vice President of Sales (North Central) (CHICAGO)

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 North Central Region includes the following states: Illinois, Indiana, and Kentucky. 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

Regional Vice President of Sales (Central Gulf) (AUSTIN)

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 Central Gulf Region includes the following states: Texas and Louisiana. 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

International Investment Counselor (US Based) - Canadian Clients (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

Sr. Paid Media Buyer (TAMPA)

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions 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

Financial Planning Counselor (ARLINGTON)

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day: You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients You will complete financial plans and other detailed analyses for existing clients Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and external clients Your Qualifications: 5 years of experience within financial services You have in-depth knowledge of financial planning topics (CFP beneficial) You communicate with a wide array of audiences by phone and email Manage complexity and coordinate across several departments under strict timelines 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