Sales Jobs in Camas Washington

14 positions found

Regional Delivery Driver
✦ New
$90,000 - $100,000
Vancouver, WA 1 day ago

Job Description:

Position Details:
  • Component pay structure: Average pay $90,000 - $100,000
  • Regional Routes (1-3 day layover)
  • Schedule: 4-5 days per week; start between 11PM – 3AM
  • Sign On Bonus: $10,000, Terms Apply - Any person who has worked for a Performance Food Group (PFG) owned company within the last 6 months is not eligible to receive this incentive.


We Deliver the Goods:

  • Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more

  • Growth opportunities performing essential work to support America’s food distribution system

  • Safe and inclusive working environment, including culture of rewards, recognition, and respect

Position Purpose:

Food and food service delivery drivers fulfill a critical role in the country’s food supply chain. Our delivery drivers not only make sure the customers’ products arrive at their destination at the arranged times and in good condition, but they are the face of our company – building lasting relationships with our customers!

The CDL-A Driver is responsible for driving a tractor trailer or straight truck on intrastate and interstate local, over-the-road (OTR), shuttle, and overnight and drive and drop routes for the purpose of delivering and/or unloading food and food related products to customers in a safe and timely manner and in accordance with Department of Transportation (DOT) regulations.

Primary Responsibilities:
  • Communicates and interacts with customers, vendors and co-workers professionally ensuring questions are answered accurately and in a timely manner.
  • Functions as a team member within the department and organization, as required, and perform any duty assigned to best serve the company.
  • Performs all required safety checks (i.e., pre/post trip) including inspections of tractor/truck and trailer according to Department of Transportation (DOT) regulations; inspects tractor/truck and trailer to insure they meet company safety standards and take appropriate action as needed.
  • Reports all safety issues and/or repairs required.
  • Follows all DOT regulations and company safe driving guidelines and policies.
  • Immediately reports all safety hazards. Inspects trailer for properly loaded and secured freight.
  • Performs count check of items and check customer invoices of products that have been loaded.
  • Checks and completes in an accurate and in legible fashion all required paperwork associated with freight.
  • Moves tractor to the loading dock and attach preloaded trailer as needed.
  • Drives to and delivers customer orders according to predetermined route delivery schedule.
  • Unloads products from the trailer, transports items into designated customer storage areas.
  • Performs damage control checks on items, scans, and contact supervisor about removing orders according to company policy.
  • Verifies delivery of items with customer and obtain proper signatures.
  • Collects money (cash or checks) where required. Loads customer returns on to trailer and secures trailer doors.
  • Ensures that tractor, trailer, and freight are appropriately locked and/or always secured.
  • Unloads damaged goods and customer returns and bring to the driver check-in and complete necessary paperwork. Unloads all equipment, materials and remove trash from trailers as required.
  • Completes daily record of hours of service and enter in log in accordance with Federal DOT, state, and company requirements.
  • Performs general housekeeping duties in tractor, loading dock area and keep trailers clear and clean as required.
  • At the end of the shift secure all equipment and complete all necessary paperwork.
  • Performs other related duties as assigned. 

Qualifications:

• High School Diploma/GED or Equivalent
• 1 Year commercial driving
• Valid CDL-A
• Must be 21+ years of age
• Meet all State licensing and/or certification requirements (where applicable)
• Clean Motor Vehicle Report (MVR) for past 3 years
• Pass post offer drug test and criminal background check
• Pass road test
• Attains or has valid current DOT Health Card and/or able to secure new DOT Health Card
• Able to hand-lift and utilize two-wheeler, lift gate and/or other equipment to move and/or stack product cases/freight of varying size and weight throughout shift; product generally ranges from between 10-35 pounds and up to between approximately 60 and 90 pounds, depending on the location

Company description


Performance Foodservice, PFG’s broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries. A team of sales reps, chefs, consultants, and other experts builds close relationships with customers — providing advice on improving operations, menu development, product selection, and operational strategies. The Performance team delivers delicious food but also goes above and beyond to help independent restaurant owners achieve their dreams.

Awards and Accolades

Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy; (2) the "EEO is the Law" poster and supplement; and (3) the Pay Transparency Policy Statement.
permanent
Inside Sales Representative
✦ New
Salary not disclosed
Fairview, OR 1 day ago

General Pacific, Inc, is one of the leading wholesale stocking distributors in the Northwest region of the U.S since 1965. Our company is a utility distribution provider serving the electric, water, telephone, and communication utility markets. We have been in business for over 50 years and have built a long-lasting relationship with our customers by providing them with quality products and value-added services. Our overall primary goal is the complete satisfaction of our utility customers. Our company strives to maintain adverse and well-educated staff to serve our customer’s needs.


We are seeking to hire a candidate who can fulfill the Inside Sales Water (Fairview) position in our growing company that offers benefits with opportunities to advance and learn alongside accomplished business leaders.


Primary Duties

  • Promotes and maintains corporate image through consistent and quality service and establishes and maintains positive working relationships with customers, vendors, and co-workers.
  • Analyzes customer business opportunities and proactively recommends items needed by customers to increase customer satisfaction and improve transaction profitability.
  • Generates new and repeat sales by providing customers with technical data on materials and products as needed and information on alternative materials and products when available.
  • Recommends alternative products based on cost, availability, or specifications.
  • Determines customer requirements and expectations to recommend specific products and solutions.
  • Increases sales and average order size using cross-selling, up-selling, and add-on sales.
  • Educates customers about terminology, features, and benefits of products to improve product-related sales and customer satisfaction.
  • Contact manufacturers and representatives for pricing and availability as needed.
  • Quotes prices and credit terms following standard procedures and prepares sales contracts for orders obtained.
  • Requests, reviews, and signs bid and performance bonds when required.
  • Accurately processes customer transactions.
  • Order and monitor contract materials as required by the customer.
  • Obtains freight rates when quoting freight-sensitive materials.
  • Obtains accurate information from vendors relating to the shipment and expected delivery dates.
  • Estimates dates of delivery to customers based on stock and delivery schedule provided by manufacturers.
  • Monitor’s scheduled shipment dates to ensure timely delivery and confers with the Operations Manager, Director of Purchasing, Expediter, and vendors to expedite as needed.
  • Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaints.
  • Communicates to the Director of Purchasing any unexpected increases or decreases in demand for products.
  • Fills requests for catalogs, information, or samples as needed.
  • Liaises with Expediter to ensure return authorizations on time based on local stocking or manufacturer’s return policy and transmits to customer.
  • Remains current on consumer preferences by attending sales meetings and vendor training and reading trade journals.
  • Maintains databases of customer and vendor contacts, updating as necessary.
  • Other duties are assigned as needed.


Qualifications

  • Has the ability to establish and maintain an effective working relationship with co-workers, customers, vendors, and the general public.
  • Ability to establish priorities, work independently, multitask, and proceed with objectives without supervision.
  • Knowledge of utility electrical and telecommunications systems and components is preferred but not required.
  • Ability to add, subtract, multiply and divide using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
  • Has the ability to interpret various instructions furnished in written, oral, diagram, or schedule form.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Capable of operating a PC and various software packages including, but not limited to, word processing, Excel, e-mail, and internet applications.
  • Capable of operating office equipment such as a printer, scanner, photocopier, and fax machine.
  • Excellent verbal and written communication skills are preferred.


Benefits Include

  • Medical, Dental, and Vision Insurance - employee and their dependents
  • Life and Disability Insurance
  • Health Savings Account
  • 401(k) Plan (15% Full Salary Employer Contribution, No Match Required)
  • Paid Holidays
  • Paid Vacation
  • Paid Sick Leave
  • Quarterly Bonus Program


For consideration, please apply to Division Manager Jason Vancleave ( ). Please provide a resume and cover letter during the application process.


We are an Equal Employment Opportunity (EEO) employer. For more information about us, please visit .

Not Specified
Production Manager
✦ New
Salary not disclosed
Fairview, OR 1 day ago

Position Title: Production Manager

Reports To: Plant Manager

FLSA Status: Exempt


Can you make the AGC Difference? AGC Heat Transfer, Inc. is looking for a dynamic manufacturing Production Manager to support the company's mission to provide reliable, innovative plate heat exchanger products, solutions and services that surpass expectations of food manufacturers.


Brief Company Description


AGC Heat Transfer, Inc., is the leading OEM of sanitary plate heat exchangers in North America, manufacturing plate heat exchangers specifically designed for sanitary applications. AGC offers complete heat exchangers, services as well as upgrades to plate packs, gaskets and spares that fit multiple brands. In addition, AGC offers Field Leak Testing and inspections of plate heat exchangers that meet the 3-A sanitary standard.


AGC Heat Transfer consists of four manufacturing/service facilities (Bristow, VA, Fairview, OR, Pleasant Prairie, WI & Fort Worth, TX) with about 125 employees (78 OR / 20 VA / 28 other locations). AGC Heat Transfer has a strong engineering culture with a heavy emphasis on customer service and technical/consultative sales.


Job Description


The Production Manager assists the Plant Manager by coordinating the activities of employees within the production facility. The Production Manager will oversee the daily plant operations of the Fairview plant, including training and mentoring of plant supervisors as well as coordinate activities internal to the plant and outside the organization (suppliers and customers) to meet production requirements.


This role utilizes knowledge of equipment, policies, procedures and specifications to maintain production schedules and ensures that the team adheres to all standards and performance requirements including quality, delivery, and above all safety.


Position Responsibilities

The Production Manager will perform the following duties and other special projects as required:

  • Coordinate and support the daily work schedule of the plant
  • Develop processes and performance standards for the supervisor team
  • Define KPIs (Key Performance Indicators) for each department
  • Work and align all plant departments within the company’s (both production and support) overall business goals.
  • Close competence gaps by training/ coaching and using Standard Operating Procedures (SOP’s) and Job Instructions (JIB’s).
  • Generate required quality documentation.
  • Control of quality, deviations, and productivity together with Plant Manager.
  • Focus on waste elimination and process improvements.
  • Drive meetings with department supervisors.
  • Develop and maintain production schedules for the plant operation to meet lead times.
  • Lead problem solving exercises when issues arise within production.
  • Facilitate reviews and job development of plant supervisors.
  • Would fill in for Plant manager duties when out of plant.
  • Other specifically assigned tasks where needed by the Company.
  • All other duties assigned.


Key Competencies

  • High Integrity with a commitment to honesty, trust and transparency.
  • Displays Care embracing the highest standards to ensure resource efficiency for the well-being of team members and responsibility to the environment.
  • Innovative and curious promoting diversity of thought while understanding the needs of the customer leveraging cutting-edge technology utilizing state-of-the-art processes.
  • Committed to Excellence through perseverance, GRIT and a focus on continuous improvement consistently delivering quality equipment, parts and service of unmatched value.
  • Execution while focusing on quality, safety and Teamwork delivering results motivated by a diverse and inclusive culture based on accountability, customer/employee satisfaction, creative solutions, and constant communication.
  • Enthuses others and facilitates successful Goal accomplishment by promoting a clear sense of purpose, inspiring a positive attitude to work, and arousing a strong desire to succeed among team members.
  • Provides team with clear directions, organizes resources and Leads others towards successful task accomplishment.


Skills & Qualifications

  • High school diploma or equivalent
  • 2-3 years of supervisor experience required
  • General knowledge of KPI development
  • Prior plant production scheduling would be a plus.
  • Prior team building, coaching, mentoring and performance development experience required
  • Able to use Lean Production best practices (5S, Waste reduction, etc.) to drive continuous improvement.
  • Experience with production/manufacturing in area of responsibility
  • Knowledge of SOP’s and processes with Computer skills including Microsoft


Physical Requirements

  • Regularly required to stand, walk and move throughout the facility for extended periods.
  • Use of hands and arms to operate computers, review documents and interact with production equipment controls.
  • Ability to see, hear, and communicate effectively to monitor production activities, provide instructions and ensure safety compliance.
  • Occasional bending, stooping, kneeling or reaching to observe equipment, review workstations or participate in process improvement activities.


Job Type

  • Full Time, Exempt


Wage

$90,000 - $100,000 annually


Benefits

  • Health Insurance with Health Savings Account (if eligible)
  • Dental/Vision Insurance
  • Life/Disability Insurance
  • 401(k) with employer match
  • Paid Vacation/Sick Time
  • Paid Holidays
  • Employee Assistance Program
  • Wellness Program


EQUAL OPPORTUNITY EMPLOYER

Not Specified
Independent Operator - Store Manager
Salary not disclosed
Camas, WA 1 week ago

About Grocery Outlet

Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network of independent operators, we offer a unique business model that empowers entrepreneurs to run their own stores. Our mission is to deliver exceptional value to customers while fostering a culture of independence, integrity, and community impact.


Founded in 1946, Grocery Outlet has a rich history of providing exceptional bargains to customers while supporting local entrepreneurs. Over the decades, we have expanded to more than 500 locations across the United States, maintaining our reputation as the leading extreme-value grocery retailer. Our continued growth and success are driven by our commitment to innovation, strong supplier relationships, and our independent operator model, which has helped countless business owners achieve financial and personal success.


The Independent Operator Role

The Independent Operator (IO) is a hands-on, entrepreneurial role where individuals take ownership of their Grocery Outlet store. This is a unique business opportunity, not a franchise, giving operators the autonomy to run their business while benefiting from the support and resources of an established retail brand.


Key Responsibilities:

  • Store Operations: Oversee daily store functions, including inventory management, compliance, and financial oversight to ensure profitability and growth.
  • Leadership & Team Development: Recruit, hire, and train a high-performing team to deliver outstanding customer service and operational excellence.
  • Buying & Merchandising: leveraging Grocery Outlet’s unique buying model. Order the variety and quantity of products to meet the unique preferences of your local community.
  • Community Engagement: Support local organizations and causes you are passionate about, aligning with our mission of "Touching lives for the better”
  • Financial & Business Acumen: Manage financial performance, including sales, margins, expenses, and overall profitability.
  • Customer Experience: Create an inviting shopping experience by maintaining a clean, organized, and well-stocked store.


Benefits:

  • Operational Autonomy: Run your store the way you think is best for your community, employees, and business.
  • Uncapped Earning Potential: There is no limit to what you can earn; the more your store sells, the higher your commission payment will be.
  • Control Your Schedule: While a full-time commitment is required, you have the flexibility to choose your working hours and manage your own schedule.
  • Corporate Support: Receive training, mentorship, and support from marketing, finance, and business professionals to assist with any questions or issues that arise.


Qualifications:

  • Minimum of 4 years’ retail store Management or multi-unit restaurant management experience.
  • Entrepreneurial mindset with a passion for retail and customer service.
  • Strong leadership skills and the ability to build and develop a team.
  • Business acumen, including financial and operational management experience.
  • Willingness to relocate and commit to the full training and onboarding process.
  • A drive for success and the ability to work independently while leveraging the support of the Grocery Outlet network.


This is not the right opportunity for you if you…

  • Are looking for a passive investment or absentee ownership.
  • Are interested in selling property or real estate to Grocery Outlet.
  • Are expecting Grocery Outlet to build a store in a specific location at your request.


If you're ready to take control of your future and own your success, the Grocery Outlet Independent Operator opportunity could be the perfect fit for you!


Grocery Outlet Privacy Policy -

Not Specified
Financial Consultant
Salary not disclosed
Camas, WA 1 week ago

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

 

The Day-to-Day:

 

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • 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
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
International Investment Counselor (US Based) - Canadian Clients
🏢 Fisher Investments
Salary not disclosed
Camas, WA 1 week ago

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

 

The Day-to-Day:

 

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • 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
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
Financial Counselor
🏢 Fisher Investments
Salary not disclosed
Camas, WA 1 week ago

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

 

The Day-to-Day:

 

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • 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
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
International Investment Counselor (US Based) - UK Clients
🏢 Fisher Investments
Salary not disclosed
Camas, WA 1 week ago

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

 

The Day-to-Day:

 

As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
International Private Client Adviser (US Based) - Canadian Clients
🏢 Fisher Investments
Salary not disclosed
Camas, WA 1 week ago

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

 

The Opportunity:

 

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA.

 

The Day-to-Day:

  • Be the voice of Fisher Investments to prospective Canadian clients
  • Review prospects' personal financial situation and provide solutions
  • Help qualified Canadian private investors become clients of Fisher Investments
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 2+ years experience working in financial services
  • CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
  • Bachelor's degree
  • Multi-year track record of success
  • Success persuading and educating prospects

Compensation:

  • Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
  • This role offers uncapped performance-based compensation

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
Portfolio Counselor
$100,000
Camas, Washington 1 week ago
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.

The Opportunity:

The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:

* 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 client referrals
* Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
* Align our portfolio strategy with clients' goals
* Oversee clients onboarding process, including transfer of assets
* Collaborate with several teams to provide unparalleled service
* Introduce clients to their long-term relationship manager

Your Qualifications:

* 3+ years' experience working in financial services
* Hold Series 65 license or required upon hire
* Understanding of capital markets and investment products
* Manage complexity in a high-volume environment

Compensation:

* Base + commission (driven by conversion rate, number of clients converted, and AUM)
* Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base)
* This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
jobs by JobLookup
✓ All jobs loaded