counselor

client services associate

account executive

vice president of finance

regional vice president

Fisher Investments

Fisher can be an ok place to work if you’ve never worked anywhere else. Most of these positive reviews are from entry level employees fresh out of college who have never had another job. When compared to other firms, I find Fisher very mediocre and cult like.

The biggest problem with Fisher is the level of bureaucracy. As an entry level employee you have no ability to decide anything. You will have to ask for you TLs signature 10x a day. This coupled with the fact that Fisher has done little update the technology over the past 10 years means everything is slow and the technology leads to many problems. 

As a CSA, almost half my time is spent solving issues that arise due to poor technology. These things could easily be fixed but fisher chooses to use its lower level employees to work past these issues rather than actually trying to solve any of the core issues. The systems are setup so that there is always someone to blame. Fisher is more worried about blaming people than actually solving anything.

They will tell you it’s a meritocracy and that the best rise. In reality it’s all office politics. Even if you are top of your group in metrics, if you aren’t liked by your TL you will not get a raise or bonus. There is just enough discretion to allow office politics to play a major role. Beyond that you will not gain any transferable skills in the entry level roles. If you stay for a few years, you will quickly find yourself stuck because the roles at fisher are so specialized you don’t actually learn anything.

When it comes down to it there are major issues I have with the CSA role.

1. Awful technology (looks straight out of 2005)
2. No transferable skills 
3. CSA is used as a band aid for inefficient processes rather than trying to solve those issues 
4. Blame game - everything is setup to blame others
5. No satisfying moment. The Csa role is basically the same thing over and over again. You will work on 30 requests a day and do that over and over. There are moments when the job is terrible but there is never a moment of satisfaction.

If you have no other options take the CSA job but leave within a year or you will be stuck in operations.


I enjoyed my time at Fisher Investments and believe it is a strong organization that provides excellent service to its clients. Communication within the company is clear and accessible, and management generally makes employees feel heard. The firm operates in a fair, efficient, and highly organized manner, with a professional environment and well-defined processes. The people there are excellent.

One potential downside is a subtle sense of micromanagement. It is not overt, but the level of structure and oversight can sometimes create that impression. Additionally, the company’s rapid growth and high standards can make it challenging at times to keep up with expectations within the strict 40-hour workweek they emphasize.

Roles tend to be very narrowly defined, which has both advantages and disadvantages. On the positive side, specialization allows for efficiency and clarity of responsibility. However, over time, it can also lead to a feeling of limited variety and fewer opportunities to fully utilize one’s broader skills. Because responsibilities are segmented across many teams, progress often depends on coordination with others, which can occasionally make individuals feel less empowered to resolve issues independently.

Overall, Fisher Investments is a great company with strong leadership, clear processes, and a genuine commitment to clients. Depending on the role, the work can be demanding and sometimes stressful, but employees who are open to moving between roles over time may find valuable opportunities for growth, variety, and long-term career development.

This firm will reward you the harder you work. In other words, it's not too hard to "shine" as an employee and move relatively quickly if you play the "game" right. Just make sure to follow the rules, do your job, do your job well, and you'll be in a good position to move vertically. It's a "walls down" type of environment where senior management is constantly around. So, it's not too hard to get noticed for all the right reasons (and the wrong reasons). Once again, play the game right.

Everyone seems pretty happy here. Benefits and pay are good relative to the industry. The firm also encourages horizontal movement across all departments. There's a good possibility that an employee's job in the next 5 years doesn't even exist yet since the company is still expanding. It's not tiny by any means; it's sizable. Innovation continues to take place giving it potential for growth.

The hardest part about the job is not knowing precisely what you need to do to get promoted. This concept is probably not foreign to people outside of this company. However, it would be nice if the career path wasn't so ambiguous.

I love the people and positive vibe in the company. It's nice to know that the majority of your life spent during the week is around people you can get along with. The money is good, too. The day-to-day progression of "moving the needle" is also exciting to experience.

There is only one thing Fisher Investments is good at: Selling.

Fisher Investments is a rapidly growing company. However, be wary that not all growth is good growth. The firm's heaviest focus is on SALES. More marketing, more selling, more clients. 

While this is a good thing in the sense of potential opportunity for advancement, there is one fatal flaw: the firm is so focused on sales and growth, but doesn't dedicate enough resources to the supporting groups and people outside of sales. Many promotions happen at the expense of others. 

While the firm keeps selling and gaining more clients, the support groups are perpetually understaffed and overworked trying to keep up with the demands and ever-increasing workload. 

The 50 hour mandatory work weeks often aren't even enough time to get everything done. 

The salespeople are treated like deities and frequently verbally abuse employees in several departments, without any recourse. 

The culture is toxic with a very culty "drink the kool-aid" mentality. They try and sell everyone on their values of being transparent, but there is so much hush-hush and secrets inside this company, it's an utter lie.

If you value your mental health, time, and career, do not work for this company. 

Its a good place to work, but a little different than how they sell it.  8 hour days are the norm, but you are so busy trying to fit what everywhere else would be a 12hr day into 8 hours that you hardly have time to look up from your desk. Fisher is definitely the best firm overall that I have seen and it is due to their obsession with metrics.  That said, that same focus on metrics rewards quantity of contacts and ignores quality.  You are far more likely to be recognized and rewarded for making lots of surface level calls to clients than you are for making your required calls and using your extra time to do extensive financial planning work with clients who need it and really provide value.  The same focus on metrics that in my mind makes Fisher the best compared to the rest of the industry promotes mediocrity within the firm.  The obsessive focus on metrics also contributes to an intetnal culture where management is always seeking to find fault and everyone is seeking to shift blame to others.

Lots of opportunities to learn at this company. A great place to dip your toe into finance, they give opportunities to people who are cultural fits regardless of background. They do an excellent job hiring quality people and you'll make some lifelong friends here. The harsh reality is those friendships are forged going through terrible experiences together. Most of middle management appears to lack empathy and solely focuses on group initiatives, aka pet projects, with no regard for employee input about the feasibility of such an endeavor. This managerial style, unsurprisingly, leaks into employee motivation and often initiatives are deployed on unsteady operational foundations. The firm is currently (2017) investing heavily in corporate and human resources, so this terrible managerial culture may change in the future. In lieu of all this, you can learn a lot if you are willing to work hard and deal with some managers ruling with an iron fist. I'm very thankful for my time there.

Fisher truly promotes life-long careers and gives us the resources needed to create our ideal careers. I started as an associate in a fast-paced, competitive environment where I gained a lot of time management, project management and communication skills while learning about the business. You can gain responsibility quickly if you can multi-task and establish strong relationships. 

I am now in my dream role and it was based on my performance here, not my previous experience and certifications. It's great that we hire from non-traditional backgrounds and promote from within so often. I wish we had more opportunity to work from home or have more flexible hours, but we get paid really well for what we do and I'm saving so much for retirement with the 50% 401(k) match. I've even gotten sponsored to travel when that wasn't in my job description. Many entry-level roles are competitive, but the people I've met here have become my friends, roommates and family. I feel that Fisher cares about me as a person as well as an employee.

Overall, an excellent place to work. The training is top-notch and you are given the opportunity to learn a lot about financial markets and the responsibilities of your particular role.

You are expected to work very hard, but with that comes knowledge and opportunity. The culture is competitive but also cooperative, which makes for an excellent learning environment.

Long story short, I spent several years with the firm and I learned as much about myself as I did Fisher Investments and what it takes to be successful. Although it is not a firm that would be a fit for everyone (they are very selective about hiring the best candidates) I am impressed with the firm and would recommend to others.

Fisher is diverse, open, competitive, team orientated with a culture of bettering the investment universe. The firm believes in work life balance, a team style atmosphere, whilst a hard-working competitive environment. Fisher believes in promoting from within so there are opportunities for those individuals who work hard, help others and client focused. People who work here love this place as senior management from the owner down are exceptional at what they do provide a great place to work and a vision for where the coming is going. If you are passionate about what you do, treat people with respect, have a philosophy of helping clients you will thrive here. The sales environment is tough if you aren't prepared to put in the work and focused on activity, but if you are and you are open to training and feedback, then you will never leave. 

The benefits, 401k match, pay, work life balance are as good as it gets in this industry. 

Full-cycle sales, prospecting, pipeline generation, consultative selling, needs discovery, objection handling, closing and negotiation, territory management, account management, CRM management, forecasting, quota attainment, healthcare revenue cycle knowledge, medical terminology, HIPAA awareness, experience selling to providers, payer and insurance workflow understanding, strong verbal communication, strong written communication, active listening, relationship building, client retention, presentation and demo skills, financial literacy, value-based selling, cost-benefit analysis, data-driven decision making, strategic thinking, competitive mindset, goal-oriented, resilience, coachability, self-motivation, strong work ethic, adaptability, confidence under pressure, time management, organization, attention to detail, follow-up discipline, calendar and territory planning, cold calling, outbound sales, ability to learn technical products quickly, cross-functional collaboration

Top Job Titles	Average Salary
Counselor 54 salaries reported	$92,639 per year
Client services associate 15 salaries reported	$57,767 per year
Account executive 19 salaries reported	$39,553 per year
Vice president of finance 88 salaries reported	$100,000 per year
Regional vice president 88 salaries reported	$100,000 per year

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