Financial Sales Specialist

4 weeks ago


Dallas, Texas, United States Fisher Investments Full time
About Us

Fisher Investments is a privately-held, multi-billion dollar global investment firm dedicated to bettering the investment universe.

Compensation and Benefits

This role offers uncapped performance-based compensation with average earnings reaching mid-six figures within three to four years. Additionally, benefits include:

  • 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, hormonal health assistance, and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health, and family-forming benefit
Job Description

You will be supported by a dedicated team providing sales support, client service, marketing, research, and more. As the voice of Fisher Investments to prospective clients, you will review prospects' personal financial situations and provide solutions. You will also educate prospective clients on the competitive landscape and participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management. This onsite position is located in Plano, TX, with no travel required as it focuses on phone-based sales or virtual connections.

Requirements

To succeed in this role, you will need:

  • 2+ years of experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • A multi-year track record of success driving results
  • Skill in persuading and educating prospects

The estimated salary for this position is $120,000 per year, based on industry standards and the location.



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