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Private Client Director

Date Posted: May 17, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

As a Private Client Director at Fisher Investments, you will engage with high-net-worth leads to qualify and schedule meetings, aiming to gather new clients and assets for the firm. This entrepreneurial role focuses on in-person selling with substantial support from dedicated teams managing client relationships.

Key responsibilities

  • Qualify and schedule appointments with high-net-worth leads
  • Meet with prospective clients to gather new business
  • Focus on in-person selling to close new client accounts
  • Report to the Managing Director
  • Work closely with portfolio management and client service teams

Required skills

  • 5+ years of experience selling to high-net-worth individuals
  • Consistent sales success with stock market investors
  • RDR level 4 qualification
  • Proven closing ability with a track record in new investor business
  • Strong goal-setting and motivational skills
  • Dynamic interpersonal communication skills
  • Ability to connect with a wide array of audiences
  • High activity orientation and persistence

What the company offers

  • 100% paid premiums for supplemental medical, dental, and health screening plans
  • 28 days annual leave with options to purchase additional days
  • Enhanced maternity pay package with 16 weeks' top up to full pay
  • $10,000 fertility and family-forming benefit
  • Retirement pension plan with 9% company contribution and matching up to 5%
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program for emotional wellbeing
  • Collaborative working environment with ongoing training and appreciation events

Skills Required

Company Overview

Fisher Investments
United States of America
4 Current Jobs Openings

Fisher Investments is a multi-billion-dollar investment firm that emphasizes providing tailored investment solutions to clients. With a focus on global marketing, the company prioritizes innovation and effective communication in its strategies. Read More

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