…2+ 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

…include: Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through

…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

…Provide technical, customer relations, and personnel management for major programs and projects. Runs routes efficiently, meeting or exceeding designated route times

…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