Client Development Financial Services Executive
3 days ago
About the Role:
We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional financial planning and portfolio analysis services.
The Opportunity:
This is an exciting opportunity to join a leading global investment firm and be part of a dynamic team that is dedicated to delivering exceptional results for our clients. You will have the opportunity to work with a diverse range of clients, each with their own unique financial goals and objectives.
Key Responsibilities:
- Evaluate opportunities to consolidate a client's outside assets with Fisher Investments
- Review personal financial situations and provide tailored solutions
- Cultivate referrals by providing exceptional service and building strong relationships with clients
- Conduct meetings with prospects and clients to present our firm's investment management strategies
Requirements:
- 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
What We Offer:
- Uncapped performance-based compensation with the possibility of a 7-figure income
- A dynamic and inclusive work environment
- Opportunities for professional growth and development
- Exceptional benefits, including 100% paid medical, dental and vision premiums, a 50% 401(k) match, and 20 days of PTO
About Fisher Investments:
We are a leading global investment firm that is dedicated to delivering exceptional results for our clients. We take pride in our inclusive culture, our learning and development framework, and our commitment to making a positive impact on the investment universe.
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