Working at Fisher Investments | Glassdoor.co.uk

Fisher Investments Overview

Camas, WA (US)
1001 to 5000 employees
1979
Company - Private
Investment Banking & Asset Management
Unknown / Non-Applicable
Fisher Investments is a privately owned money management firm with $112 billion assets under management*. Fisher Investments’ Private Client Group serves over 65,000 high net worth individuals from across the globe, and Fisher Investments’ Institutional Group ... Read more

Company Updates

  • Fisher Investments is #DrivenByBetter for the industry, our clients and our employees. We’re honored to be recognized as a Top Workplace by The Oregonian and ranked #8 among Large Companies in Oregon and SW Washington. This is the third year in a row FI has been recognized among The Oregonian’s Top Workplaces! Check out the article here: http://glassdoor.com/slink.htm?key=vMYF0

    Here are 99 great places to work in Oregon and SW Washington: Top Workplaces 2019

    For the past eight years, The Oregonian/OregonLive and Energage, a Philadelphia-based employee research and consulting firm, have partnered to determine the Top Workplaces in Oregon and southwestern Washington based solely on employee survey feedback. Here are this year's 99 winners. Andy Nygard, a financial adviser in Edward Jones' Vancouver office.

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Fisher Investments – Why Work With Us?


When you're out to better the entire investment universe, you have to surround yourself with people who care. From delivering top-quality service to innovative perspectives on investing, it's the people that make the Fisher purpose possible. After all, they're the ones providing unparalleled service, developing the insights, communicating with clients, and opening doors to prospective clients.

Their devotion to their craft makes this a place where people can make a difference, develop new skills, enjoy lifelong careers and be continually challenged. Year over year, our employees stay with the firm because they have the opportunity to grow and improve. They want to make a difference in an industry that needs different, because they know that better matters.

At Fisher Investments Europe we pride ourselves on building teams of people with unique perspectives, diverse backgrounds, and an appetite for innovation. You don’t have to have a business or finance degree or experience in the investment industry to work here. We’re interested in candidates who want to be a change-maker, work for a purpose-driven business, help us give people a better financial option, and learn, grow, and develop a career.

Entry Level Opportunities

We're always on the hunt for self-starters making their professional debut. Maybe you're just leaving college and looking for your first job. Or maybe you're striving to get a foot in the door at a company that can offer you a fulfilling work environment. Regardless, you're welcome here. You'll be surrounded by a tight-knit community, including many who have relocated to join the firm.

Professional Level Opportunities

You're at a crossroads in your work life. You've worked hard to establish your expertise in your field, but it's time to find the crucial next step that will keep propelling you onward and upward. At Fisher Investments Europe, we want you to build a lifelong career. Take that hard-earned experience and continue to develop your skills by working for a firm that believes in prioritizing skill development.

Grow Your Career

We encourage our employees to grow their skills and chart their own career paths based on their strengths and interests. All employees have had the opportunity to work in many different departments, and we like to promote from within - in fact, 87% of current managers have been promoted from within. With resources such as internal talent advising and career coaching, employees are empowered to build lifelong careers.

Ongoing Development

The firm offers ongoing training and development courses that cater specifically to our employees and their career paths. In fact, our training program was recently recognized by Training Magazine as a Training Top 125 Organization

A Collaborative Environment

Fisher Investments Europe believes our success is in our ability to work together. We provide mentorship to all new employees in order to guide them through the onboarding process. We also believe in an open, team-oriented environment—there are no offices or cubicles, employees are grouped into teams, and the management structure is relatively flat. All of this promotes an interactive, collaborative setting where people are motivated to work at their full potential and gain a wide variety of experience by learning from others.

Our Hiring Philosophy

At Fisher Investments Europe we pride ourselves on building teams of people with unique perspectives, diverse backgrounds, and an appetite for innovation. We look for candidates who embody our culture and hire based on skills and competencies.

Our Interview Process

Our process can differ from group to group, but you will likely experience some variation of one or more phone interviews and an on-site interview. At the end of the process, if we determine that you'd be a collective fit, we'll call you to discuss our offer before sending you a job offer letter. This is an exciting invitation to join us and start growing your Fisher career!

What can I do as a candidate to stand out?

Fisher Investments Europe looks for the following in outside talent: a track record of success, stellar communication abilities, a drive to succeed and a willingness to learn. Fisher rewards employees who embody loyalty, flexibility and a will-do spirit.  What is not necessarily needed is prior investment experience. Employees who have a diverse background help us continue our mission to better the investment universe.

At Fisher, we're committed to people. Our employees work hard because our clients deserve it, and we believe in rewarding and supporting our employees every step of the way. Our benefits and perks are provided to make employee’s lives easier. Please note that benefits and perks vary by location. For more information, please reach out to a recruiter.

Fisher Investments Europe Benefits:

  • 100% coverage of medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, w/ ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution w/ company match up to 5%
  • Two pension contribution options
  • Enhanced maternity pay subject to 12-months continuous service

*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

Other Perks

  • Award-winning training and development programs
  • Open career paths
  • Bias toward internal promotion
  • Corporate Perks and Discounts
  • Appreciation events, team building sessions, and other engagement activities

 

Fisher Investments Reviews

  • Featured Review

    Helpful (54)

    "Thankful Employee"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Analyst
    Current Employee - Analyst
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time (More than 5 years)

    Pros

    Too many times you see top-tier financial firms look to hire individuals that come from a certain type of family pedigree, and strictly those that have gone to Ivy League schools. As a first generation American, my parents didn't understand the American system to help guide me towards my future. Fisher Investments took me in with open arms after I graduated school, and has given me countless opportunities and support; some of the pros I’d like to highlight:

    • Company Culture – diversity is heavily promoted, regardless of your ethnicity, educational background, gender, sexual orientation, etc. you’re provided opportunities to be successful and move into a role you desire
    • Management Support – management provides support to its employees both inside and outside of Fisher Investments
    • Women Empowerment – 3 of the business units at Fisher Investments are led by women (at the very top of the business units)
    • Grooming from within – the firm promotes from within
    • Employees – the firm genuinely cares about its employees and their well-being which extends beyond the walls of Fisher Investments
    • Clients – the firm puts the client first, I’ve worked at banks/insurance companies prior coming to Fisher and they put numbers before their clients, it was a refreshing change that makes me very proud to this day
    • Benefits – 50% match on your 401K and medical/dental insurance that covered by the firm in its entirety
    • CEO – highly approve of the CEO, his first order was to meet with the majority of the firm to understand pain points and what we can be doing better as a company, which has resulted in various teams working to implement change employees want to see

    Cons

    • Technology – the tech used in the firm is outdated and slow, which can make certain assignments frustrating at times. I’m glad to see there is a plan that is currently in the works to transform this aspect of the company.
    • Hours – One would expect hours to be long, but the flexibility provided at other companies should be considered here. Not that flexible
    • Work from home – working from home isn’t really allowed, which would be a great benefit

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Fisher Investments Photos

Fisher Investments photo of: You can find employees on the patio in the summer time at our Fisher Creek campus!
Fisher Investments photo of: Our office in San Mateo, California
Fisher Investments photo of: Our office in Woodside, California
Fisher Investments photo of: Our office in Plano, Texas
Fisher Investments photo of: Employees enjoying lunch in the cafeteria
Fisher Investments photo of: Food trucks come by the Fisher Creek campus every week!
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Fisher Investments Interviews

Experience

Experience
51%
28%
21%

Getting an Interview

Getting an Interview
42%
30%
14%
10
2
1
1

Difficulty

2.7
Average

Difficulty

Hard
Average
Easy
  1.  

    Client Service Investment Associate Interview

    Anonymous Interview Candidate in London, England
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Fisher Investments (London, England) in February 2020.

    Interview

    They called to set up a short phone interview with HR first. Next step is a CV review by someone in the department you're applying to and if successful you will be asked for another interview

    Interview Questions

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Fisher Investments Awards & Accolades

  • Training Top 125 Best Practice: Fisher Investments Presentation Exhibition, Training Magazine, 2019
  • BEST Award, Association for Talent Development (ATD), 2020
  • Training Top 125 Best Practice: Fisher Investments Performance Coaching, Training Magazine, 2020
  • The Dallas Morning News Top 100 Places to Work, Dallas News, 2018
  • Top Workplaces in Oregon and Southwest Washington, The Oregonian, 2018
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