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Sales adviser Jobs in Santa ana ca

Last updated: 20 hours ago
Canadian Private Client Adviser

Canadian Private Client Adviser

Fisher InvestmentsRemote (Canada), Remote, CA
Remote
Show moreLast updated: 30+ days ago
  • Promoted
MUST LOVE SALES - SALES REPRESENTATIVE

MUST LOVE SALES - SALES REPRESENTATIVE

Tech CompanyIrvine, California, USA
$20.00 hourly
Show moreLast updated: 26 days ago
  • Promoted
Sales Trainer

Sales Trainer

Better Debt SolutionsIrvine, CA, US
$100,000.00–$115,000.00 yearly
Full-time
Show moreLast updated: 11 days ago
Sales Representative

Sales Representative

Office1Irvine, CA, USA
$2,500.00–$3,500.00 monthly
Quick Apply
Show moreLast updated: 5 days ago
Sales Manager

Sales Manager

IMPERIAL STAR SOLARIrvine, CA, US
$70,000.00–$130,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Insurance Sales

Insurance Sales

American Income LifeSanta Ana, CA, US
Full-time
Show moreLast updated: 30+ days ago
Summer 2025 Intern - Sales

Summer 2025 Intern - Sales

Lotus SalesAnaheim, CA, US
Show moreLast updated: 1 day ago
Sales Associate

Sales Associate

CHALAN SUIT CORPSanta Ana, CA, US
$20.00–$22.00 hourly
Full-time
Show moreLast updated: 30+ days ago
Sales Coordinator

Sales Coordinator

Eggs UnlimitedIrvine, CA, US
$65,000.00–$75,000.00 yearly
Quick Apply
Show moreLast updated: 8 days ago
Sales Coordinator

Sales Coordinator

Hampton Inn IrvineIrvine, CA, US
Show moreLast updated: 30+ days ago
  • Promoted
Sales Representative

Sales Representative

VirtualVocationsFullerton, California, United States
Full-time
Show moreLast updated: 1 day ago
  • Promoted
Sales Engineer / Technical Sales Associate

Sales Engineer / Technical Sales Associate

ziprecruiterFullerton, California, US
Full-time
Show moreLast updated: 6 days ago
  • Promoted
Sales Engineer

Sales Engineer

augmentjobsCalifornia, California, USA
Full-time
Show moreLast updated: 19 days ago
  • Promoted
Sales Representative

Sales Representative

LIBERTY NATIONALIrvine, CA, US
Full-time
Show moreLast updated: 30+ days ago
Sales Associate (Sales Experience Required)

Sales Associate (Sales Experience Required)

Club PilatesGarden Grove, CA, US
$20.00 hourly
Full-time
Quick Apply
Show moreLast updated: 30+ days ago
Automotive Sales

Automotive Sales

Beach Cities ToyotaWestminster, CA, US
Show moreLast updated: 30+ days ago
ASSOCIATE HEALTH PROGRAM ADVISER

ASSOCIATE HEALTH PROGRAM ADVISER

California Correctional Health Care ServicesTuolumne County, US
Show moreLast updated: 30+ days ago
  • Promoted
Sales Rep

Sales Rep

Interplace, Inc.Huntington Beach, California, US
Full-time
Show moreLast updated: 6 days ago
  • Promoted
  • New!
Sales Executive

Sales Executive

Interfuse StaffingAnaheim, California, US
Full-time
Show moreLast updated: 20 hours ago
Canadian Private Client Adviser

Canadian Private Client Adviser

Fisher InvestmentsRemote (Canada), Remote, CA
30+ days ago
Job type
  • Remote
Job description

Overview

Calling all financial professionals looking for a role focused 100% on sales!

As a Private Client Adviser with Fisher Investments (FI), you will receive access to qualified lead resources (C$500K or more in liquid investable assets) and will be solely responsible for conducting consultative meetings aimed at helping high-net-worth Canadian families with more suitable investment solutions.

Fisher Investments (FI) is a privately held, multi-billion dollar, global investment firm active in over 16 countries worldwide. Our number one priority is achieving the long-term financial goals of our clients. We achieve this by placing the needs of our clients first, providing customized portfolio management and unparalleled service.

Join us today in our mission to better the investment universe!

The Opportunity :

This lucrative role with uncapped earning potential, allows you to manage your business remotely from your home, covering a local territory within driving distance. You will contact qualified leads provided and meet with prospective clients who have C$500K or more to invest. You will present FI’s wealth management solutions to high-net-worth investors. Our dedicated portfolio management and client service groups will manage the transition and retention of client relationships, freeing you up to focus purely on new client acquisition. You will report to FI’s head of sales who will ensure you have all the resources, support, and training you need to succeed.

The Day-to-Day :

  • Contact leads generated by FI’s marketing group
  • Engage with high-net-worth prospects to evaluate their financial goals and provide solutions
  • Educate prospective clients on the variety of FI's offerings
  • Help qualified private investors become Fisher Investments' clients

Qualifcations :

  • IIROC licensed as a “Dealing Representative (Investment Dealer)” for any 2 out of the last 5 years
  • Demonstrate that you have / had the ability to sell and give advice on stocks to clients while licensed as a “Dealing Representative (Investment Dealer)”
  • 5+ years experience of success selling to high-net-worth individuals
  • Multi-year track record of success acquiring high-net-worth clients
  • Experience in high-volume phone activity and in-person meetings
  • Why Fisher Investments :

    At Fisher Investments, we work for a bigger purpose : bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering :

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, prescription drugs, dental and orthodontia, vision) for employees and their qualified dependents
  • 10,000 employer-paid life and AD&D policy for employee with optional buy-up
  • Annual leave and paid holidays according to provincial mandate
  • Employee Assistance Program and other emotional well-being services
  • 10,000
  • fertility, hormonal health and family-forming benefit
  • We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

  • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
  • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    LI-Remote