Information Technology And Management Jobs in Gresham
108 positions found — Page 4
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 .
About the Company
American Fidelity Assurance is now looking for an Account Manager (Outside Sales Rep) in the Clackamas area. Our salaried account managers are responsible for selling benefits, retirement, and other supplemental insurance products and services in a defined sales territory serving an existing customer base of K-12 public schools. You will build strong, long-term relationships and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
- Base salary + uncapped commission + additional bonus potential
- Company car, company credit card and paid travel expenses.
- International sales award trips
- Average first-year income is between $87,000 to $119,000.
- 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
- You will have a defined territory -
- Multiple sales career path options
- Consistent, standardized training designed for new Account Managers
- Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.
Primary Responsibilities
Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.
Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.
Company Overview
Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
For more information on our company, visit .
A Great Place to Work for All
American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people. We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders. Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.
If you'd like information about American Fidelity's privacy practices, please visit /privacy.
Schedule: Typical dispatch times are between 12 AM and 2 AM The Role: You will be primarily responsible for the safe and efficient delivery of produce to customers throughout the Portland Metro area. Essential Responsibilities Include, but Not Limited To: Accurately check invoices as you make deliveriesLoad and unload product from trailer with electric pallet jackAttention to detail in a fast-paced, customer-focused environmentPerform superior customer service as you interact with customers at each deliveryAssist in issuing credit memos and collecting payment for COD customersPromote and maintain a flexible, cooperative, team-oriented, and customer-focused attitude with colleaguesProfessionally maintained, reliable and safe equipmentPalletized product is delivered to a dock or with a lift gateAll other duties as requested or assigned
Required Skills and Experience Candidates must have at least one (1) full year of verifiable experience operating a Class A vehicle for insurance purposesMust be at least 23 years of age for insurance purposesValid Class A CDL and medical cardInterstate qualification, registeredDemonstrated ability to lift/push/pull 50+ lbs. throughout shiftPer DOT rules, applicant should have the ability to read and understand EnglishSatisfactory driving record All job offers for this position are contingent upon passing a criminal background check, pre-employment drug screen (includes THC), and company road test. Charlie's Produce is the largest privately owned produce wholesalers on the West Coast. We are passionate about produce, our people and pride ourselves in our prompt service, quality products, and customer satisfaction.
All your information will be kept confidential according to EEO guidelines. This is a safety-sensitive position. This employer participates in E-Verify and will provide the Social Security Administration and if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. We do not provide H1-B sponsorships at this time. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. For additional protected privacy information please visit: Privacy Policy | Charlie's Produce ( ) Charlie's Produce is an Equal Opportunity Employer Visit our Employment Page for more details or to view our privacy center: Recruiters - DO NOT CONTACT! PandoLogic. Keywords: Class A Driver, Location: Clackamas, OR - 97015
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation:$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 a discretionary bonus based on firm and individual performanceWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis 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
Get up to $18,000 a year in Bonuses!!
***Competitive Pay*** ***Bonus incentives*** ***Benefits*** ***Growth Opportunity*** ***Flexible Schedule*** ***Paid Time Off***
General Manager
As a General Manager, you keep the spirit alive in the restaurant and know what it takes to run a strong business. You are passionate about people and understand that hiring and training great people is key to the restaurant’s success. You are in charge of increasing store sales and profit goals. You must provide the vision and leadership to every Restaurant Manager, Server, Cook and Team Member working in the restaurant, inspiring them to go above and beyond. As a General Manager you must ensure that each customer's expectations are exceeded every visit and that the restaurant achieves or exceeds its business objectives every shift, every day. Put your team-building skills to the test and bring us your passion, energy, and strong customer service skills. We’ll provide you with an awesome training program, great mentors and an exceptional team that will help you launch your career. The rest is up to you!
Essential skills and Experience:
- Must be friendly, outgoing, critical thinker, and customer focused.
- Position requires a Background Check and Drug Screen
What’s in it for you
- Medical, dental, vision, life, and disability insurance
- 401(k) savings, up to 4% match
- Monthly bonus
- Paid time off
- Free meals and uniforms
- Discounts on travel, entertainment, electronics, and more
- Access to licensed counselors and legal guidance through the assistance program
What will you do
- Train and develop crew members.
- Complete administrative tasks like inventory control, scheduling, logging maintenance, and reviewing financial reports.
- Ensure exceptional guest service is provided all day, every day.
- Ensure compliance with all security, food safety, quality, and cleanliness standards.
- Maintain cost controls and contribute to the sales/profit goals.
What you bring to the table as part of our family:
- Minimum of two years experience leading people in a restaurant environment
- High school diploma or GED preferred but it’s not a deal breaker
- Knowledge of food safety procedures and standards
- Must be at least 18 years old
- Flexible work availability
We value people who believe in:
- Loyalty: We support our team and our team supports us. We are open to a respectful exchange of ideas that make us better and helps create valuable long term relationships
- Integrity: We are honest in everything we do. When we make mistakes we own them and learn from them.
- Winning: We keep score and are relentlessly trying to get better. We win as a team but understand that winning starts with holding ourselves accountable first.
- Service: We are in the business of serving others. Our guests are not forced to spend their hard earned money with us. We are always looking for an opportunity to contribute to the welfare of others.
- Teamwork: We understand that teamwork is the foundation for our success. We love and respect each other and the experiences that make us who we are. The sum of all of us is more powerful than any one of us.
Who is WKS Restaurant Group?
We are a family owned restaurant group and our support center is located in Cypress, CA. We know that running a restaurant, developing a team, and getting involved in your communities isn’t easy. We have support departments dedicated to help you with HR, operations, training, facilities, accounting, payroll, risk management, and marketing. In addition to Denny's, we operate El Pollo Loco, Wendy’s, Krispy Kreme Doughnuts, and Blaze Pizza. We have 380 restaurants across 19 states. If you are looking for career growth and advancement opportunities, look no further. We believe in creating careers in the restaurant business, not just jobs. To learn more about us visit Restaurant Group is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Applicants with experience in the following areas make a great fit:
Restaurant, Restaurant Experience, Hospitality, Entry Level Management, Mid Level Management, Fast Food, Fast Casual, Fine Dining, Customer Service, Guest Service Representative, Guest Satisfaction, Supervisor, Manager, Management, Team Lead, Shift Lead, Lead, Restaurant Operator, Operations Lead, Restaurant Supervisor, Restaurant Management, Restaurant Manager, General Manager, Store Manager, Lead Manager, Operations Manager.
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 -
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
Job Title : Bomb Technician (EOD) Category / Component : Enlisted • Active Overview Explosive Ordnance Disposal Technicians locate, identify, render safe, and dispose of explosive threats on land, at sea, and underwater, using advanced robotics, diving, and explosives skills to protect forces and civilians and support fleet and joint operations worldwide.
Key Responsibilities Detonate and demolish hazardous munitions, pyrotechnics, and outdated explosives; neutralize ordnance including sea mines, torpedoes, depth charges, and improvised explosive devices; remotely disable unsafe ordnance using robotic and diagnostic technology; conduct parachute and helicopter insertion operations; clear waterways of mines in support of ships and submarines; provide explosive ordnance support to law enforcement agencies and organizations such as the United States Secret Service and Department of State.
What to Expect Global missions in every environment, from parachuting into remote terrain to arriving by small boat on foreign shores; majority of time spent in the field conducting high risk, time critical tasks with strict safety and risk management; regular integration with Special Operations, fleet units, and interagency partners; intense physical and mental demands with a culture that values precision, calm decision making, and discipline.
Work Environment Operate worldwide on land, at sea, and underwater from EOD Mobile Units and detachments; insert via parachute, helicopter, and small boats; work from ships, shore commands, and forward locations; serve in small team based units that balance training, readiness, and operational tasking with limited administrative overhead compared to field work.
Pathways, Training & Advancement Recruit Training followed by an EOD preparatory course at Great Lakes, Illinois, that builds swimming, conditioning, small boat skills, and risk management fundamentals; EOD Assessment and Selection Course that evaluates aquatic adaptability, running, swimming, academics, professionalism, and teamwork; Navy diver training at the Naval Diving and Salvage Training Center; Naval School Explosive Ordnance Disposal, which covers demolition, conventional ordnance, underwater mines, missiles, landmines, and chemical, biological, radiological, and nuclear threats; Basic Parachute Training and ongoing advanced training and qualifications throughout a career.
Apply for the Navy Warrior Challenge contract for EOD during initial enlistment, then pass the EOD Physical Screening Test and diver medical screening; complete required assessments and receive recommendation and screening from an EOD officer or senior enlisted EOD technician; additional in service accession requirements may include minimum time on board, performance standards, and command endorsement.
Qualifications All Navy jobs require meeting general enlistment or commissioning standards, which typically include: Eligibility to serve in the United States Navy, which may involve United States citizenship or other legal residency and work status, depending on the program and current law and policy A high school diploma or equivalent for enlisted positions, and a bachelor's or qualifying professional degree for officer positions Meeting age limits that vary by program and are set in law and Navy policy.
Some communities have more restrictive age ranges Meeting medical, vision, and dental standards, including body composition and physical fitness requirements, with some jobs requiring more demanding standards Meeting character and conduct standards, including background screening Achieving required test scores for your program, such as the Armed Services Vocational Aptitude Battery for enlisted roles or officer qualification tests for officer programs Eligibility for a security clearance when required for your rating or designator Additional qualifications can include specific skills, education, licensure, or experience that are unique to a job or community and will be reviewed with you by a recruiter.
Additional qualifications for this job may include: Eyesight correctable within EOD diving standards, with no color blindness; qualifying ASVAB scores using combinations such as arithmetic reasoning and verbal expression or general science, mechanical comprehension, and electronics information; age typically 30 or younger at accession; United States citizenship and eligibility for a security clearance; excellent physical condition and swimming ability, with the capacity to perform detailed technical tasks under stress and in hazardous environments.
Education Education benefits are available through standard Navy programs such as Tuition Assistance, the Post-9/11 GI Bill, ACE-recommended college credit for Navy training, Navy COOL-funded certifications, USMAP apprenticeships, and other Navy College Program opportunities.
Specific options depend on the Sailor's status, training, and current Navy policy.
Pay, Benefits & Service Pay, benefits, and service commitments follow standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options.
Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current law and Navy guidance.
Incentives Incentives such as bonuses, special pays, and loan repayment may be available at times for specific ratings or communities, but they change frequently and cannot be guaranteed.
Applicants must confirm current incentives and eligibility with an official Navy recruiter or authoritative Navy source.
Notes and Disclaimers This description is a general overview of typical duties, training, and opportunities in this community.
It does not replace official Navy instructions, policies, or contracts and does not guarantee specific assignments, training, incentives, or outcomes.
Actual opportunities depend on Navy needs, individual performance, screening results, and current law and policy.
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation:$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 a discretionary bonus based on firm and individual performanceWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation:$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 a discretionary bonus based on firm and individual performanceWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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