2+ years of financial services experience preferred
Proven track record of success in sales
Ability to persuade and educate potential clients
Responsibilities
Review and assess prospects' financial situations to offer tailored solutions
Educate clients about the competitive landscape in wealth management
Engage in ongoing training related to advanced sales techniques and finance
Focus solely on phone-based or virtual sales without any travel
Utilize warm leads generated by Fisher Investments' marketing efforts
Benefits
100% paid medical, dental, and vision premiums for employees and qualifying dependents
50% 401(k) match, up to the IRS maximum
20 days of PTO plus 10 paid holidays
Comprehensive family support programs including paid primary caregiver leave and fertility assistance
Full Job Description
Overview
You 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
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.
