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Regional Vice President of High Net Worth Sales

Employer
Fisher Investments
Location
Nationwide
Salary
-
Closing date
Oct 8, 2020

View more

Job Role
Financial Consultant
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Not necessary

Job Details

Are you a financial advisor looking for a role 100% focused on sales? Are you tired of service requirements overshadowing sales activities? Are you looking to move on from cold calling?  As a Regional Vice President of Sales with Fisher Investments you will focus solely on sales – no service. Lead flow provided! Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.

The Opportunity:

This highly lucrative sales role allows you to work remotely from your home, covering a local territory within driving distance. You will present Fisher Investment’s wealth management solutions to high-net-worth prospects. Receive corporate office support from a dedicated team that includes personal sales support, client service, marketing and more.

The Day-to-Day:

  • Call high-net-worth prospects who have requested Fisher Investments’ information Meet with prospects to evaluate their personal situation and provide solutions Educate prospective clients on Fisher Investment’s services Help qualified consumers become Fisher Investments’ clients

Your Qualifications:

  • 5+ years of specifically selling to stock market investors Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations Quantifiable track record of personal success attaining new investor business Demonstrated experience in high volume phone activity and in-person meetings Minimum of six-figure earnings in each of the past 3 years (pay for production compensation model)

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance A 50% 401(k) match, up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 week paid Primary Caregiver Parental Leave And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.

But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

* California employees accrue up to 17 days of PTO and 3 days of sick time per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

 

 

 

 

Company

For more than 40 years we’ve been helping clients reach their financial goals by providing a tailored approach to investment management. You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. Better for our employees: Our employees drive our firm’s success. We hire and promote employees based on their merit, potential and “will-do” attitude and take pride in building teams of people with unique perspectives and diverse backgrounds. Through ongoing development opportunities and coaching, each employee is empowered to achieve excellence as he or she grows a lifelong Fisher career. While everyone forges their own unique path at Fisher, together we are all on a journey to better the investment universe. Better for our clients: As an independent, fee-only investment advisor, we don’t sell commission-based financial products or earn commissions on trades. For us there is nothing more important than helping our clients achieve their long-term goals. We strive to provide unparalleled service that always puts their interests first while providing stability and peace of mind. When our clients do well, we do well. Better for the industry: By offering a different and better business structure that puts client service first, Fisher Investments and our subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. Our success is supported by more than 3,500 dedicated employees operating out of 17 countries. Looking ahead, we will continue to grow and build on our legacy of bettering the investment universe. Important Disclosures: http://www.fisherinvestments.com/about/legal-disclosures/ Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Follow us on Twitter: https://twitter.com/fisherinvest

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