Financial Services Director

21 hours ago


Plano, Texas, United States Fisher Investments Full time

Client Development Vice President

At Fisher Investments, we seek a Financial Services Director to join our team. This role involves providing holistic financial planning and portfolio analysis services to our clients.

The Opportunity

This onsite position is located in the United States and offers uncapped performance-based compensation with the possibility of a 7-figure income. Average earnings reach the mid to high 6 figures within 2 years.

The Day-to-Day

As a Portfolio Growth Specialist, you will:

  • Evaluate opportunities to consolidate a client's outside assets with Fisher Investments
  • Review personal financial situations and provide solutions
  • Cultivate referrals by providing exceptional service
  • Conduct meetings with prospects and clients virtually and in-person
  • Convey and present our firm's investment management strategies

Your Qualifications

To be successful in this role, you will need:

  • 5+ years' experience in client-facing or production-based roles in Financial Services
  • FINRA Series 65 preferred (required within 60 days of hire)
  • Understanding of capital markets and investment products
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings

Compensation and Benefits

This role offers:

  • Uncapped performance-based compensation with the possibility of a 7-figure income
  • Average earnings reach the mid to high 6 figures within 2 years
  • 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 weeks of paid primary caregiver leave

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us a great place to work.



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