OverviewYou will be the voice of Fisher Investments to prospective clients. While you focus solely on sales, you will be supported by dedicated teams in sales support, client service, marketing, research and more. In addition to dedicated support, ongoing development resources are available, to ensure your success. No cold-calling or prospecting - warm leads provided through Fisher Investments' marketing efforts. This is a full-cycle sales role focused on wealth management of high-net-worth individuals. This is an in-office job located in Plano, TX.
The Day-to-Day:- Review prospects' personal financial situation and provide solutions
- Educate prospective clients on the competitive landscape
- Benefit from ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management with defined upward career trajectory
- No travel is required as this position is focused on phone-based sales or virtual connections
Your Qualifications:- 2+ years experience working in financial services preferred
- Quantifiable track record of success
- Success persuading and educating prospects
Compensation:- This is a commission-first position with uncapped earning potential. Base pay provided for the first 2 years, gradually moving to a fully commissioned role. Monthly commission is a percentage of estimated first year's management fees.
Why 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 dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- 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
