Financial Services Director
3 weeks ago
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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