Financial Services Professional

2 weeks ago


Dallas, Texas, United States Fisher Investments Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team as an Inside Sales Representative. As a Private Client Sales Specialist, you will be responsible for engaging with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Key Responsibilities
  • Develop and maintain relationships with prospective clients to understand their financial needs and provide tailored solutions.
  • Collaborate with our dedicated team to provide sales support, client service, marketing, research, and other resources to ensure success.
  • Participate in ongoing training and professional development to enhance your skills in advanced phone sales techniques, finance, capital markets, and portfolio management.
  • Meet or exceed sales targets and contribute to the growth and success of the company.
Requirements
  • 2+ years of experience working in financial services, with a strong background in sales and client relationships.
  • CFA (at least Level 1 passed) and 24 months of portfolio management experience within the last 5 years.
  • Bachelor's degree in a relevant field, such as finance, business, or economics.
  • Proven track record of success in sales and client acquisition.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • Uncapped performance-based compensation, providing opportunities for growth and advancement.
  • A comprehensive benefits package, including 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, fertility, family forming, and hormonal health assistance.
  • $10,000 fertility, hormonal health, and family-forming benefit.


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