Fisher Investments

Fisher Investments Employee Reviews

Showing all 34 reviews
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Great first job out of college.
Client Operations Associate (Former Employee) –  San Mateo, CA29 November 2016
Great training ground for first job out of college. Not a place to build a career. Get a year and a half max and then find a better firm. Strive to keep connections as many employees will move onto other companies.
Pros
Work life balance
Cons
Zero vertical opportunity
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awesome work inviroment
Construction Laborer (Former Employee) –  Lima, OH2 November 2016
I really liked working for this company. I would do anything to build the company in a positive way. Also was very overlooking any situation that would come in the way due to the work environment.
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Exceptional place to work if you're ambitious and self-driven.
Team Leader (Current Employee) –  Camas, WA8 August 2016
High pressure, high expectations, fast paced - a great environment for people who seek those characteristics out in a workplace. I'm one of those people and I love it.
Pros
Benefits
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great atmosphere and energetic environment
Account Executive (Current Employee) –  Vancouver, WA29 May 2016
great firm overall but there's no advancement and the management is in a disarray. Typical 40 hours a week 8 to 5. They mostly hire recent graduates and teach the "Fisher Way". They talk a lot about advancement but nothing really happens.
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Strong culture, good values, bad management
Portfolio Evaluation Group, Associate (Former Employee) –  Camas, WA2 May 2016
This is a great place to enter the Investing world if you have limited finance background. Strong culture that you must adapt to. They generally do good things for their clients as they are a relatively low fee (~1.25%) fiduciary. Great product to sell if you are going for the Account Executive role.
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Fun work place
Account Executive (Former Employee) –  Camas, WA14 April 2016
It was a stressful job at time, but fun people, not really cut out for sales, but for the right person this would be a great place to work.
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A Lot of Potential
IC (Current Employee) –  Woodside, CA25 February 2016
Fisher could be a fantastic place to work with a few tweaks. The old school culture is clashing with the new school and they are driving people away with their lack of flexibility. There is very little flexibility with your schedule as there are strictly defined "shifts". Last time I checked, financial firms don't operate shifts. You get your stuff done and then you leave. That could mean you're there until 8pm or you check out early on a slow day to pick your kid up from school or hit the links for 9 holes. They seem to be hiring less talented folks lately with the intention to improve retention as they will not leave as frequently. Many colleagues are questioning their hiring practices as some real winners are filling the spots of the departed talent to many other firms. Up-and-coming firms in the industry seem to be poaching the best talent from Fisher and FI is left with the rest.
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FI Review
Sales Training Co-Ordinator (Current Employee) –  London17 February 2016
Decent company to start at - sadly going through a hard time and probably needs to re-evaluate their strategy. However, they do have a specific goal and the means to achieve this.
Pros
You can earn good money
Cons
Its all about just taking as much money off the clients, Putting them into a very aggressive (100% equities strategy) even if they are 80 years old.
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Typical day at fisher
Account Executive (Former Employee) –  Woodside, CA19 October 2015
Typical day would be to make 250 cold calls hoping to make 40 contacts. Usually leading to 2 appointments per day.
I learned that persistence is the key to a job such as this. Also, it is the easiest hard work I have ever done.
The hardest part of the job was the repetition of calling people and going through the script without sounding scripted.
The most enjoyable part of the job was receiving the commission check.
Pros
Money
Cons
repetitive work with no real challenge or change
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Poor Management. Too Much Micro-management
Accounting Associate (Former Employee) –  Woodside, CA30 September 2015
This company initially let me believe that there was a lot of room to grow. However, the company micro-manages too much and everything is confidential. It is very hard to advance in this company. Too many false promises.
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Grind
Regional Sales Associate (Former Employee) –  Camas, Washington21 September 2015
Fisher intentional recruits from college campuses with the intent of working it's young employees 50+ plus hours a week separated from their friends and family. It is a grind and every employee feels it but are too scared for their job to say anything. Everything is metrically based and the majority of employees that stay or get promoted will need to hand off work, work the system, and cheat the numbers. Everything is done in assembly line fashion so that employees can be replaced easily with little training. Most moves in the company are lateral with little opportunity to move up. Employees are recruited to write good reviews on this site and others.
Pros
Healthcare and 401K benefits are decent.
Cons
Everyone is a number, No work life balance, Rampant drug and alcohol abuse ignored by management, poor quality unexperience management
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Good Company
Portfolio Analyst (Current Employee) –  San Francisco, CA20 September 2015
Not for those who have huge ambition. This company requires a set period of time before advancing to a new position which stagnates the opportunities for high achievers.
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Supportive working environment
Assistant Property Manager (Former Employee) –  Garden City Beach, SC16 July 2015
I was able to gain significant management skills and customer service skills.

This was a great working environment and all employees worked well together to get the job done and be helpful to our clients.
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Hard work, but great office culture
Account Executive (Former Employee) –  Camas, Washington9 July 2015
This job is primarily cold and warm calls. It's long days of sitting on an auto dialer and calling leads. It's rough, but the managers are great and there is a culture of helpfulness. They encourage learning, even if it's not necessarily in the field that you work in. If you can handle long days, staring at a computer screen, and have a thick enough skin to cold call, this can be a lucrative position.
Pros
The management, office culture, unlimited commission
Cons
40 hours a week of cold calling
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Big brother is watching you
Investment Associate (Former Employee) –  Camas, WA31 December 2014
Very result focused and there is opportunity for growth. Benefits are pretty decent.

Cons:
Work culture- overall people are always scared and fearful. Distrusting of everyone.
Awful management- they don't train managers
The nature of the work itself is mind numbing
50 hour week minimum
Pay is mediocre
If you are away from your desk for more than 5 minutes management will ask you to submit PTO.
company will watch your every move in more than one way. Reads all emails, reads all notes, read all mail and listens to all phone conversations.

If you misspell a middle name wrong you could have a meeting with the group vise president.

People are not afraid to throw others under the bus. Always felt the need to CYA.
Pros
free healthcare
Cons
no breaks, soul sucking culture, no room to learn
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What you learned
Client Relationship Manager (Current Employee) –  Camas, WA18 October 2014
How to deal with different clients by looking at their investment objective, time horizon and cash flow needs.
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Benefits
Junior Support Specialist (JSS) (Current Employee) –  Camas, Washington7 October 2014
FIsher has a great opportunity for employees to work and maintain a lifestyle outside of work with their flexible work life schedules and benefits.
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Great company. Awesome team atmosphere. Good opp. for advancement.
Data Analyst (Former Employee) –  Vancouver, WA2 October 2014
Loved working here would be an understatement. This whole company is setup on the basis of teaching and training you to be not only an expert in your position but also any others that may interest you. I only left because I had to move otherwise I would have stayed there for the rest of my working career.
Pros
Everything
Cons
Nothing
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Could use some work from a management prospective
Marketing Specialist (Current Employee) –  San Mateo, CA23 March 2014
The company promotes depth and breadth within the employee, which presents challenges in the work place. Many people have no clue what they do because they turn into career managers. The system makes it difficult to build transferable skills to be hired at other companies.
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Great first job out of college
Investment Associate - Private Client Group (Current Employee) –  San Mateo, CA10 December 2013
This is a great place to begin understanding the nitty gritty financial services industry.
Pros
Great health benefits & 401k match
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Overall rating

3.7
Based on 34 reviews
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Ratings by category

Work/Life Balance
3.6
Salary/Benefits
3.7
Job Security/Advancement
3.3
Management
3.0
Culture
3.3