Fisher Investments
At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.
- Industry
- Financial Services, Client Services
+ 1 more
- Fintech
- Location
- Plano, TX
+ 7 more
- Camas, WA
- Dublin, Ireland
- London, United Kingdom
- Luxembourg City, Luxembourg
- San Mateo, CA
- Sydney, Australia
- Tampa, FL
- Size
- 5,001 - 10,000 employees
- Perks and Benefits
- Health & Wellness and more
Working at Fisher Investments
We’re a different kind of investment firm than most others in our industry and work for a bigger purpose: bettering the investment universe by helping our clients achieve their investment goals. Everyone is welcome at Fisher because we believe that to succeed, we must have an inclusive culture. We seek those who believe in our mission and aren’t afraid to find better ways to help our clients. We value diverse perspectives and encourage innovation. We provide ongoing development opportunities and coaching so each of our 5,500+* employees is empowered to achieve excellence and grow a unique, lifelong career.
*Employee data as of July 2024
Now hiring at Fisher Investments
Explore career and job opportunities at Fisher Investments.
Financial Writer (Ghostwriter)
At Fisher Investments - Tampa
Posted on Nov 14
Financial Writer (Ghostwriter)
At Fisher Investments - Plano
Posted on Nov 14
Part-Time Service and Operations Associate
At Fisher Investments - Heredia
Posted on Nov 13
Senior Transformation Program Manager
At Fisher Investments - Tampa
Posted on Nov 12
Meet Fisher Investments Employees
Brandon Cohen
Investment Counselor
In addition to supporting client relationships as part of the Private Client Group, Brandon leads Investment Counselor mentoring activities. He enjoys sharing his knowledge and client experience to help develop Investment Counselors who are new to the role.
Stephen Staton
Account Executive
As an Account Executive, Stephen handles initial outreach to prospective US clients. The goal of these conversations is to provide education on Fisher’s services, gain an understanding of each prospective client’s financial situation, and schedule introductory meetings with Fisher's Vice Presidents.
Rachel Roemmelt
Client Service Associate Team Leader
Rachel works within our Client Service Associate group. Her primary role is coordinating client onboarding paperwork to begin their relationship with Fisher, opening client accounts with our custodians and help arrange the transfer of funds so Fisher can begin building the client’s portfolio.
Cassidy Haack
Portfolio Management Group Training Analyst
Cassidy’s work involves developing impactful training content by assessing needs, identifying key gaps and implementing action plans. She communicates with management and evaluates feedback to offer her group relevant training.
Jacqueline Marsh
General Ledger Accountant
Jacqueline’s role in the Corporate Finance group is to prepare reconciliations, journal entries and support schedules. Executing these strong internal controls helps to safeguard Fisher’s tangible and intangible assets.
Bill Treshock
Associate Vice President, Digital Workplace
Bill leads the firm’s Digital Workplace team that supports digital transformation, infrastructure and operational efforts. This work helps improve collaboration and the employee experience as the firm grows globally.
Blade William Varian
Global Expansion Team Leader, Private Client Group International
Blade helps expand Fisher’s private client wealth management services to new countries.
Caitlind Douglass
UK Client Development Associate
Caitlind provides internal support on behalf of the company’s Vice Presidents, who are working with existing clients to better understand their entire financial picture.
Kyra Smith
Career Development Analyst
Kyra’s role focuses on supporting learning and development initiatives by creating tools and resources for effective career education, planning, and rotation.
Perks and Benefits at Fisher Investments
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA with Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- HSA
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(k) With Company Matching
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Holiday Events
- Happy Hours
- Casual Dress
- Company Outings
Professional Development
- Promote from Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity And Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
What Fisher Investments Does
We are an independent, fee-only investment adviser serving a global client base of diverse investors. We maintain three principal business groups: U.S. Private Client, Institutional, and Private Client International. Our growth over the past 40+ years has been significant and we now serve 145,000+ clients globally, including individuals, families, institutions, and small businesses retirement plans. We’re still growing quickly, have more ambitious goals for the future, and are always seeking talented people to join us on our mission.
Year Founded: 1979
Company Type: Private
Website: www.fishercareers.com
Build Your Career at Fisher Investments
We are unique in our approach to career development and offer flexible career paths. You have the ability to move across (and up) throughout the organization according to your strengths, interests, and the firm’s needs over time. This enables you to build a diverse and fulfilling Fisher career, without having to change employers every few years. To best support your career journey, we offer award-winning training and development programs, career coaching, and a robust compensation and benefits package.
