FINRA Series 65 or FINRA Series 7 and 66 preferred
Proven success in achieving sales results
Strong background in high-volume phone engagement
Experience with in-person client meetings
Responsibilities
Convert prospects to clients by highlighting Fisher's unique value
Evaluate high-net-worth prospects' financial situations and recommend solutions
Educate prospects about the diverse offerings of Fisher Investments
Participate in ongoing training on advanced sales techniques and finance
Meet prospective clients locally or virtually, ensuring personal touch
Benefits
100% coverage for medical, dental, and vision premiums for you and dependents
50% 401(k) match up to the IRS limit
Extensive family support programs including paid caregiver leave
$10,000 assistance for fertility and family forming needs
Backup care for children, adults, and elders
Full Job Description
Overview
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 difference
Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
Educate prospective clients on the variety of Fisher Investment's offerings
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
Your Qualifications:
5+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings
Compensation:
This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
Family 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 care
About Fisher Investments
Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
