Fisher Investments Employee Reviews

Found 34 reviews matching the search
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Great place to start a career
Data Analyst (Current Employee) –  San Mateo, CAFebruary 21, 2017
This company is a great place to work if you are new to the industry. You get a lot of hands on experience and really get to take on more responsibility than you would elsewhere. That is where the pros end more or less.

The company is run by sales people and that mentality is pervasive throughout the firm. The firm makes sure to let people expand their "breadth and depth" at the firm. What that means is that people get endlessly rotated through roles and no one ever becomes a full expert. This also exacerbates the problem since people take over processes and teams that they are not qualified to handle.

This is the main flaw of the company. When no one is truly qualified or has expertise in the area they are managing, inefficiencies and lack of progress are everywhere. There is no movement up due to young people taking up all the positions, either.
Pros
really good benefits, lots of place to do different work
Cons
10 hour days, no expertise to learn from, non-competitive pay
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Fast and hard-working environment
Business Analyst/Data Analyst (Current Employee) –  Camas, WAFebruary 15, 2017
Small company starting to out-grow itself. A lot of talented and right-minded individuals throughout the firm. You learn a lot and the company will invest in you to make sure that you are capable of doing your job and if you succeed, they will look after you and make sure that you are able to advance your career as you see fit.
Pros
Benefits, locations, opportunities, work-life balance
Cons
Technology, pay
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Great first job out of college.
Client Operations Associate (Former Employee) –  San Mateo, CANovember 29, 2016
Great training ground for first job out of college. Not a place to build a career. Get a year and a half max and then find a better firm. Strive to keep connections as many employees will move onto other companies.
Pros
Work life balance
Cons
Zero vertical opportunity
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awesome work inviroment
Construction Laborer (Former Employee) –  Lima, OHNovember 2, 2016
I really liked working for this company. I would do anything to build the company in a positive way. Also was very overlooking any situation that would come in the way due to the work environment.
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Great people; Difficult to move up
Client Programs Associate (Current Employee) –  San Mateo, CAOctober 14, 2016
Great people to work with. Awesome compensation. Often difficult to move up depending on the team. However, there is much transparency and opportunity to gain experience on different teams.
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Exceptional place to work if you're ambitious and self-driven.
Team Leader (Current Employee) –  Camas, WAAugust 8, 2016
High pressure, high expectations, fast paced - a great environment for people who seek those characteristics out in a workplace. I'm one of those people and I love it.
Pros
Benefits
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great atmosphere and energetic environment
Account Executive (Current Employee) –  Vancouver, WAMay 29, 2016
great firm overall but there's no advancement and the management is in a disarray. Typical 40 hours a week 8 to 5. They mostly hire recent graduates and teach the "Fisher Way". They talk a lot about advancement but nothing really happens.
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Strong culture, good values, bad management
Portfolio Evaluation Group, Associate (Former Employee) –  Camas, WAMay 2, 2016
This is a great place to enter the Investing world if you have limited finance background. Strong culture that you must adapt to. They generally do good things for their clients as they are a relatively low fee (~1.25%) fiduciary. Great product to sell if you are going for the Account Executive role.
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Fun work place
Account Executive (Former Employee) –  Camas, WAApril 14, 2016
It was a stressful job at time, but fun people, not really cut out for sales, but for the right person this would be a great place to work.
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A Lot of Potential
IC (Current Employee) –  Woodside, CAFebruary 25, 2016
Fisher could be a fantastic place to work with a few tweaks. The old school culture is clashing with the new school and they are driving people away with their lack of flexibility. There is very little flexibility with your schedule as there are strictly defined "shifts". Last time I checked, financial firms don't operate shifts. You get your stuff done and then you leave. That could mean you're there until 8pm or you check out early on a slow day to pick your kid up from school or hit the links for 9 holes. They seem to be hiring less talented folks lately with the intention to improve retention as they will not leave as frequently. Many colleagues are questioning their hiring practices as some real winners are filling the spots of the departed talent to many other firms. Up-and-coming firms in the industry seem to be poaching the best talent from Fisher and FI is left with the rest.
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Typical day at fisher
Account Executive (Former Employee) –  Woodside, CAOctober 19, 2015
Typical day would be to make 250 cold calls hoping to make 40 contacts. Usually leading to 2 appointments per day.
I learned that persistence is the key to a job such as this. Also, it is the easiest hard work I have ever done.
The hardest part of the job was the repetition of calling people and going through the script without sounding scripted.
The most enjoyable part of the job was receiving the commission check.
Pros
Money
Cons
repetitive work with no real challenge or change
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Poor Management. Too Much Micro-management
Accounting Associate (Former Employee) –  Woodside, CASeptember 30, 2015
This company initially let me believe that there was a lot of room to grow. However, the company micro-manages too much and everything is confidential. It is very hard to advance in this company. Too many false promises.
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Grind
Regional Sales Associate (Former Employee) –  Camas, WashingtonSeptember 21, 2015
Fisher intentional recruits from college campuses with the intent of working it's young employees 50+ plus hours a week separated from their friends and family. It is a grind and every employee feels it but are too scared for their job to say anything. Everything is metrically based and the majority of employees that stay or get promoted will need to hand off work, work the system, and cheat the numbers. Everything is done in assembly line fashion so that employees can be replaced easily with little training. Most moves in the company are lateral with little opportunity to move up. Employees are recruited to write good reviews on this site and others.
Pros
Healthcare and 401K benefits are decent.
Cons
Everyone is a number, No work life balance, Rampant drug and alcohol abuse ignored by management, poor quality unexperience management
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Good Company
Portfolio Analyst (Current Employee) –  San Francisco, CASeptember 20, 2015
Not for those who have huge ambition. This company requires a set period of time before advancing to a new position which stagnates the opportunities for high achievers.
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Supportive working environment
Assistant Property Manager (Former Employee) –  Garden City Beach, SCJuly 16, 2015
I was able to gain significant management skills and customer service skills.

This was a great working environment and all employees worked well together to get the job done and be helpful to our clients.
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Hard work, but great office culture
Account Executive (Former Employee) –  Camas, WashingtonJuly 9, 2015
This job is primarily cold and warm calls. It's long days of sitting on an auto dialer and calling leads. It's rough, but the managers are great and there is a culture of helpfulness. They encourage learning, even if it's not necessarily in the field that you work in. If you can handle long days, staring at a computer screen, and have a thick enough skin to cold call, this can be a lucrative position.
Pros
The management, office culture, unlimited commission
Cons
40 hours a week of cold calling
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Big brother is watching you
Investment Associate (Former Employee) –  Camas, WADecember 31, 2014
Very result focused and there is opportunity for growth. Benefits are pretty decent.

Cons:
Work culture- overall people are always scared and fearful. Distrusting of everyone.
Awful management- they don't train managers
The nature of the work itself is mind numbing
50 hour week minimum
Pay is mediocre
If you are away from your desk for more than 5 minutes management will ask you to submit PTO.
company will watch your every move in more than one way. Reads all emails, reads all notes, read all mail and listens to all phone conversations.

If you misspell a middle name wrong you could have a meeting with the group vise president.

People are not afraid to throw others under the bus. Always felt the need to CYA.
Pros
free healthcare
Cons
no breaks, soul sucking culture, no room to learn
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What you learned
Client Relationship Manager (Current Employee) –  Camas, WAOctober 18, 2014
How to deal with different clients by looking at their investment objective, time horizon and cash flow needs.
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Benefits
Junior Support Specialist (JSS) (Current Employee) –  Camas, WashingtonOctober 7, 2014
FIsher has a great opportunity for employees to work and maintain a lifestyle outside of work with their flexible work life schedules and benefits.
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Great company. Awesome team atmosphere. Good opp. for advancement.
Data Analyst (Former Employee) –  Vancouver, WAOctober 2, 2014
Loved working here would be an understatement. This whole company is setup on the basis of teaching and training you to be not only an expert in your position but also any others that may interest you. I only left because I had to move otherwise I would have stayed there for the rest of my working career.
Pros
Everything
Cons
Nothing
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Overall rating

3.6
Based on 37 reviews
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Ratings by category

Work/Life Balance
3.5
Compensation/Benefits
3.7
Job Security/Advancement
3.3
Management
2.9
Culture
3.2