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Client Development Bridge Program

Fisher Investments Tampa, Florida
Deadline: November 28, 2025
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At a Glance:

Info Session: RSVP Here

Statement of Interest: Yes

Contact: Julia Felici

Shadow: Request Here

Bridge Program Overview:

Client Development is launching another Bridge Program! This 7-week course is designed to help professional level employees gain insight and first-hand experience of what it’s like to be a CDVP. We are seeking participants who are ambitious, results-driven, and have a strong track record of delivering exceptional client outcomes.

What to Expect:

7-week program with a 3–4-hour commitment each week focused on developing the skills needed to succeed in helping clients consolidate their investments with Fisher Investments. The program offers: 

  • Live shadow sessions with CDVPs
  • Mock meetings with members of CD management
  • Roundtables with Client Development Professionals
  • An evaluation of a potential fit in the Client Development Professional role. 
  • We will provide coaching and feedback along the way so you can make adjustments to your approach. You’ll also develop a greater sense of what it takes to become a successful CDVP.

Characteristics of past successful Client Development Professionals:

  • Excellent communication skills
  • Client-facing experience
  • Success in prior roles with a track record of high activity levels or strong demonstrated work ethic
  • Results driven attitude
  • Deep understanding of FI value proposition and proven ability to tailor to the individual client.

Minimum Qualifications:

  • 3+ years tenure at FI preferred
  • Series 65 license
  • IC/NCC Experience preferred
  • Sales experience preferred
  • TL/GVP Approval

To apply, please submit a statement of interest through the Career Center.We will conduct a preliminary screen of applicants based on eligibility, performance and manager feedback. You may not receive an invitation to participate and participation does not guarantee additional opportunities. If you’d like to know more about the program, please reach out to Julia Felici.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now
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