Not a good experience for me - Private Client Director Fisher Investments Employee Review

1.0
Aug 16, 2013
Recommend
CEO approval
Business Outlook

Pros

The earnings potential is great

Cons

It's a sales job. Pure and simple. Fisher advertise for highly qualified financial professionals, but in reality the job is about meeting clients and selling the Fisher proposition - very little flexibility is allowed in the sales process. You are expected to follow a very strict process - if this works for you and you are successful then great, you can earn a good salary. However for many this doesn't suit. The FSA Register clearly shows many Private Client Directors last six months or less. Training and Competency (other than instruction on selling the proposition in the correct way) is minimal and anyone who isn't performing will not last twelve months (the point at which employment legislation kicks in). This means a highly pressurised selling environment with the constant threat of sacking hanging over all newly recruited PCD's. Even those who last longer than twelve months are constantly stressed out with threats of performance management and you are never more than one poor month away from having every single bit of your daily work scrutinised.

Explore other reviews about Fisher Investments

5.0
Jun 15, 2026
Recommend
CEO approval
Business Outlook

Pros

Company is willing to take candidates from a variety of backgrounds as long as they have acceptable experience [i.e. you don't have to be licensed super seller to be considered, but you do need good client experience].

Cons

N/A - wasn't there long enough

2.0
May 18, 2026
Recommend
CEO approval
Business Outlook

Pros

-Does allow for high earnings potential if you’re good at telemarketing -you don’t take any work home with you

Cons

-high turnover rate. They have no issue hiring a class of 10 with the intentions of only keeping 2-3 past the 8-10 month mark. - unless you have prior experience in telemarketing or D2C sales it is a very hard road to navigate. -your job is to dial the phone and that is all you do unless you’re in a training. -if they don’t view you as a top performer they will look to cut bait with you -new rise in call screeners make it extremely difficult to achieve consistent performance

See reviews by: Helpful|Rating|Date|All