Fisher Investments Employer Reviews

Overall, an excellent place to work. The training is top-notch and you are given the opportunity to learn a lot about financial markets and the responsibilities of your particular role.

You are expected to work very hard, but with that comes knowledge and opportunity. The culture is competitive but also cooperative, which makes for an excellent learning – more... environment.

Long story short, I spent several years with the firm and I learned as much about myself as I did Fisher Investments and what it takes to be successful. Although it is not a firm that would be a fit for everyone (they are very selective about hiring the best candidates) I am impressed with the firm and would recommend to others. – less

Fisher Investments is a private wealth money management firm that is headquartered off Woodside California. Fisher Investments services in high net worth individuals and also institutions throughout Unites States, UK, and Canada.
I am working for Fisher Investments currently as a Junior Associate role; which is also known as a “JA”. A JA has accountability – more... to be alert and ready for any emails, phone call requests, campaigns, etc. I get assigned different campaigns which require me to speak to new prospects and clients. The campaigns vary as I get assigned weekly.
I am building my understanding of analyzing and tracking how investments are passed, transferred, and broken up from one account to another, identifying gains and losses and showing how they total up to affect the main entity. – less

Money Management firm. Pfrimary relathionship manager between 30 clients and the Investment Policy Committee. Deal with client's investment objectives.

It's not everyday that you can find a company that emphasizes transparency like Fisher Investments (FI) does. From the cubicle-less work area to the glass walls, FI ensures everyone is on the same playing field in terms of awareness within the firm's activities regardless of whether you are an entry-level associate or a team leader. Team leaders sit – more... in the same space as the associates - no personal offices, secretaries, or anything like that. Sure, they have more responsibilities but FI believes everyone can learn from one another regardless of position title.

This stress on transparency really shapes and forms the firm's culture and thus becomes a company that is unlike others, really. The other highlight of FI is its belief in internal growth and horizontal movement. – less

This firm will reward you the harder you work. In other words, it's not too hard to "shine" as an employee and move relatively quickly if you play the "game" right. Just make sure to follow the rules, do your job, do your job well, and you'll be in a good position to move vertically. It's a "walls down" type of environment where senior management is – more... constantly around. So, it's not too hard to get noticed for all the right reasons (and the wrong reasons). Once again, play the game right.

Everyone seems pretty happy here. Benefits and pay are good relative to the industry. The firm also encourages horizontal movement across all departments. There's a good possibility that an employee's job in the next 5 years doesn't even exist yet since the company is still expanding. It's not tiny by any means; it's sizable. Innovation continues to take place giving it potential for growth.

The hardest part about the job is not knowing precisely what you need to do to get promoted. This concept is probably not foreign to people outside of this company. However, it would be nice if the career path wasn't so ambiguous.

I love the people and positive vibe in the company. It's nice to know that the majority of your life spent during the week is around people you can get along with. The money is good, too. The day-to-day progression of "moving the needle" is also exciting to experience. – less