Fisher Investments is a private wealth money management firm that is headquartered off Woodside California. Fisher Investments services in high net worth individuals and also institutions throughout Unites States, UK, and Canada.
I am working for Fisher Investments currently as a Junior Associate role; which is also known as a “JA”. A JA has accountability to be alert and ready for any emails, phone call requests, campaigns, etc. I get assigned different campaigns which require me to speak to new prospects and clients. The campaigns vary as I get assigned weekly.
I am building my understanding of analyzing and tracking how investments are passed, transferred, and broken up from one account to another, identifying gains and losses and showing how they total up to affect the main entity.
i have potential to grow within the company, i enjoy my co-workers and manager.
short breaks, routined work