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Fisher Investments

Vice President of Sales – Wealth Management

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  • US
    United States
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À propos

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The Lower Midwest Region includes the following states: Kansas, Missouri, Oklahoma, and Arkansas. The Day-to-Day:Convert prospects to clients by showcasing the Fisher differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective clients on the variety of Fisher Investment’s offeringsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementHome office position with the expectation to meet prospects face-to-face or virtually in your local territoryYour Qualifications:5+ years experience working in financial servicesFINRA Series 65 or a combination of FINRA Series 7 and 66 preferredMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensation:Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closedThis role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 yearsWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximumFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Compétences idéales

  • Finance
  • Financial Services
  • Sales
  • United States

Expérience professionnelle

  • Business Developer / Sales Development Representative
  • Sales Manager / Director of Sales

Compétences linguistiques

  • English
Avis pour les utilisateurs

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