Account executive - Account Executive Fisher Investments Employee Review

1.0
Feb 4, 2016
Recommend
CEO approval
Business Outlook

Pros

The health benefits are nice no medical premiums and the 401k match are literally the only good thing about working here.

Cons

I took this job after having read some negative reviews on glass door which admittedly worried me. But I told myself it couldn't be that bad..it is. As an AE you are basically starting out by calling cool/dead leads. Everyday I speak to people who we have been calling for years who are not interested, we basically harass people by sending out "free literature". They expect so many great results from horrible leads. It is also extremely monotonous, mind-numbing work sitting there calling and being hung up on 40+ times a day. Most of the department is men who previously played sports, it has a very strong culture. Fisher also has a million different meetings throughout the day where they teach you things like "how to reach your destiny" or "how to act like a professional" it's so cheesy it makes me want to barf. If your working for a finance firm shouldn't you already know how to act like a professional? They never told me before I started that you have to get your series 65 license. After I started they said "we'll give you plenty of time off the phone to study" but then you get an email from you manger saying that you still need to keep up production and produce the same results as if you were on the phone. They bring in new batches of people every month like a factory and they must have super high turnover. I looked at out production board and 67 new people started out of a 100 people in the department just in 2015. They honestly lose deals/prospects from bad reviews online, so I think there's been a big push for people to give good reviews, which are so over the top enthusiastic it just is so false. I was very opened minded/excited when I first got the job, after all they flew me out and the location was so great. Who doesn't want to live in Portland nowadays? Honestly, I dread going to work in the morning. It is the worst job I've ever had.

Explore other reviews about Fisher Investments

5.0
Jul 15, 2026
Recommend
CEO approval
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Pros

Amazing benefits, fantastic 401k matching program, excellent career opportunities and generous time off.

Cons

The work can be fast pasted and detail oriented.

4.0
Jul 16, 2026
Recommend
CEO approval
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Pros

Great training, fast pace, great benefits

Cons

Workload can be too much, firm focuses on asset management and lacks on client relationships

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