Australian Account Executive

Sydney, Australia

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Overview

At Fisher, we value our salespeople as the initiators of our firm’s growth, as well as those who lead the charge in bettering the lives of our clients. As the first point of contact with potential clients, our Account Executives help investors learn about our transparent fee structure, personalized strategies, and unique investment philosophy. Account Executives allow these potential clients to understand how our services can benefit their lives and help them reach their long-term goals. At Fisher, you can turn your sales and communication skills into a successful long-term career.

Schedule: Full Time
Level: Entry
Travel: None
Salary: Competitive

Uncapped Commissions. Warm Leads Provided. Upward Career Mobility.

Success Profile

At Fisher, our Account Executives demonstrate the following traits, and all are equally important to their success.

Resilient
Goal Oriented
Results Driven
Persuasive
Trustworthy
Relationship Oriented

Culture

In the fast-paced Account Executive role, you will work in an exciting and vibrant atmosphere while communicating Fisher’s value proposition to high-net-worth investors, arranging meetings with our Vice Presidents. Your sales production directly affects your growth, and you will be recognized and rewarded for your performance.
We reinforce your success with operational support, customized training programs, mentoring, and career coaching. You can also appreciate the stability of a growing firm with clients globally.

Potential Career Path

At Fisher, we can help you become a high-performing professional and achieve long-term success, regardless of your background. We offer a defined sales career track to an exclusive and lucrative opportunity in the investment industry, an opportunity earned by merit. Your sales production directs your progress – not tenure, or designations.

Our robust training offerings and supportive resources will help drive your professional development and growth as you build your lifelong career at Fisher. Each step along your journey leads to more resources, more responsibility, and more rewards.

Our Global Benefits

We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.

Health Care

Quality health care packages offered globally, covering you and your qualified dependents.
Work-Life Balance

We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.
Awards & Recognition

We celebrate achievements and drive a strong culture of recognition across the organization.
Time Off

Our annual leave packages and country-specific paid holidays help you balance work and free time.
Retirement Plans

Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.
Career Growth
& Development

Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

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 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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See the area you'll be working in.

Get an idea of what your daily routine can be like.

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Anthony’s Fisher Journey: From Sales Intern to VP

Anthony M. grew his Fisher Investments career from summer Intern to Vice President in just a few years. How did he chart a rewarding Fisher career and find success while providing outstanding service to our clients?

My first year as an Account Executive at Fisher was filled with numerous trainings designed to help me develop in sales and educate me on the industry. I loved that first year because it was highly competitive and became the first time I really understood what a sales role required in order to have staying power and be successful. The firm provided me with a mentor from day one. I was surrounded by people with different experiences tenures, and skillsets to help me form a wide base of knowledge. Anthony M. WealthBuilder Vice President Fisher Investments

The firm offers each Account Executive an in-depth sales training program to start, followed with ongoing coaching and mentoring. Even our most experienced sales people are always happy to spend one-on-one time answering questions and giving advice. This sales environment helped me develop my confidence, take on new challenges and projects, and achieve my goals. Aimee W. Account Executive Team Leader Fisher Investments

Over the years, so many people at Fisher have dedicated their time to my development. This includes fellow Account Executives who helped me figure out an effective process when I struggled early on, Team Leaders who shared different perspectives, and Vice Presidents that challenged me to get out of my comfort zone and develop new skills like data visualization and public speaking. I have been encouraged to strive for more than what I even thought possible! Mathew W. Account Executive Associate VP Fisher Investments

My job is to talk to potential clients about how Fisher can help them reach their financial goals, and help set up meetings between them and our Vice Presidents. I get to speak with people from all across the country. It takes a lot of hard work, but it’s rewarding to lead someone through the process and help them become a client at Fisher. Andrew N. Senior Account Executive Fisher Investments

Every Account Executive team has a wide variety of tenure and talent. It’s a common theme to have proactive mentors who take time out of their busy days to help their mentees and new hires on the team ramp up. Although sales is a competitive environment, it’s clear the Account Executives care about each other and support each other’s personal and professional development. Kristina C. Account Executive Team Leader Fisher Investments

My first year as an Account Executive at Fisher was filled with numerous trainings designed to help me develop in sales and educate me on the industry. I loved that first year because it was highly competitive and became the first time I really understood what a sales role required in order to have staying power and be successful. The firm provided me with a mentor from day one. I was surrounded by people with different experiences tenures, and skillsets to help me form a wide base of knowledge. Anthony M. WealthBuilder Vice President Fisher Investments

The firm offers each Account Executive an in-depth sales training program to start, followed with ongoing coaching and mentoring. Even our most experienced sales people are always happy to spend one-on-one time answering questions and giving advice. This sales environment helped me develop my confidence, take on new challenges and projects, and achieve my goals. Aimee W. Account Executive Team Leader Fisher Investments

Over the years, so many people at Fisher have dedicated their time to my development. This includes fellow Account Executives who helped me figure out an effective process when I struggled early on, Team Leaders who shared different perspectives, and Vice Presidents that challenged me to get out of my comfort zone and develop new skills like data visualization and public speaking. I have been encouraged to strive for more than what I even thought possible! Mathew W. Account Executive Associate VP Fisher Investments

My job is to talk to potential clients about how Fisher can help them reach their financial goals, and help set up meetings between them and our Vice Presidents. I get to speak with people from all across the country. It takes a lot of hard work, but it’s rewarding to lead someone through the process and help them become a client at Fisher. Andrew N. Senior Account Executive Fisher Investments

Every Account Executive team has a wide variety of tenure and talent. It’s a common theme to have proactive mentors who take time out of their busy days to help their mentees and new hires on the team ramp up. Although sales is a competitive environment, it’s clear the Account Executives care about each other and support each other’s personal and professional development. Kristina C. Account Executive Team Leader Fisher Investments

My first year as an Account Executive at Fisher was filled with numerous trainings designed to help me develop in sales and educate me on the industry. I loved that first year because it was highly competitive and became the first time I really understood what a sales role required in order to have staying power and be successful. The firm provided me with a mentor from day one. I was surrounded by people with different experiences tenures, and skillsets to help me form a wide base of knowledge. Anthony M. WealthBuilder Vice President Fisher Investments

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