Client Development Financial Services Executive
1 week ago
We are seeking a skilled Client Development Financial Services VP to join our team at Fisher Investments. As a key member of our organization, you will play a critical role in providing holistic financial planning and portfolio analysis services to our clients.
As a Client Development Financial Services VP, you will be responsible for evaluating opportunities to consolidate a client's outside assets with Fisher Investments, reviewing personal financial situations and providing solutions, cultivating referrals by providing exceptional service, and conducting meetings with prospects and clients virtually and in-person.
You will also be responsible for conveying and presenting our firm's investment management strategies, and working closely with our Client Development Manager to ensure you have the training and resources needed to succeed.
Your Qualifications- 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
This role offers uncapped performance-based compensation with the possibility of a 7-figure income, where average earnings normally reach the mid to high 6 figures within 2 years.
Why Fisher InvestmentsWe work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
-
Client Development Financial Services Executive
3 weeks ago
Palmetto, Florida, United States Fisher Investments Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Development Financial Services Executive to join our team at Fisher Investments. As a key member of our organization, you will be responsible for providing holistic financial planning and portfolio analysis services to our clients.Key ResponsibilitiesEvaluate opportunities to consolidate a...
-
Palmetto, Florida, United States Fisher Investments Full timeThe OpportunityWe are seeking a skilled Client Development Financial Services VP to join our team at Fisher Investments. As a key member of our organization, you will play a critical role in providing holistic financial planning and portfolio analysis services to our clients.As a Client Development Financial Services VP, you will be responsible for...
-
Client Account Services Representative
1 month ago
Palmetto, Florida, United States Raymond James Financial Services Full timePosition OverviewIn the dynamic world of financial services, the role of a Client Account Services Representative is pivotal. This position is designed for individuals who are passionate about providing exceptional service and support to our branch personnel, ensuring that every interaction reflects our commitment to client satisfaction.Key...
-
Executive Director, Operations
3 weeks ago
Palmetto, Florida, United States Raymond James Financial Services Full timeJob Summary:As a seasoned professional in the financial services industry, the Executive Director, Operations will play a critical role in overseeing the day-to-day operations of our organization. This individual will be responsible for leading large-scale projects, programs, and processes that have a significant impact on our business.Key...
-
Executive Director, Operations
3 weeks ago
Palmetto, Florida, United States Thecentermemphis Full timeJob SummaryThis position will follow our hybrid work model, requiring the selected candidate to work 3 days a week at one of our corporate home offices. As a key member of our Operations team, you will oversee one or more sub-departments, leading large projects, programs, or processes with significant business impact. You will work closely with...
-
Client Support Specialist
1 month ago
Palmetto, Florida, United States sgsconsulting Full timeJob DescriptionTitle: Client Support SpecialistLocation: Remote OverviewThe ideal candidate will possess a background in customer relations, billing processes, or SAP systems. Proficiency in Microsoft Office applications, particularly Excel, is essential.This role involves supporting the Client Support Representatives and the Client Support Manager with...
-
Financial Operations Manager
1 week ago
Palmetto, Florida, United States Life Surge Full timeJob Title: ControllerAt Life Surge, we are seeking a highly skilled and experienced Controller to oversee and manage our financial operations. As a key member of our finance team, you will be responsible for maintaining accurate and timely financial records, ensuring compliance with accounting principles and regulations, and providing financial analysis and...
-
Chief Financial Officer
1 week ago
Palmetto, Florida, United States Life Surge Full timeJob Title: Chief Financial OfficerAt Life Surge, we are seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, you will be responsible for managing the financial actions of the company, overseeing financial planning, risk management, record-keeping, and financial...
-
Executive Culinary Leader
3 weeks ago
Palmetto, Florida, United States Aimbridge Hospitality Full timeJob Summary:Ambitious and experienced culinary professionals are sought after by Aimbridge Hospitality to fill the role of Sous Chef. As a key member of the kitchen team, the successful candidate will work closely with the Executive Chef to plan and direct food preparation, ensuring seamless execution of culinary operations.Key Responsibilities:Collaborate...
-
Executive Kitchen Manager
5 days ago
Palmetto, Florida, United States Aimbridge Hospitality Full timeSous Chef Job DescriptionAs a key member of our culinary team, the Sous Chef plays a vital role in ensuring the smooth operation of our kitchens. Reporting directly to the Executive Chef, this management-level position requires strong leadership and organizational skills to oversee food preparation and presentation.Key Responsibilities:Collaborate with the...
-
Business Development Manager
3 weeks ago
Palmetto, Florida, United States Nexus Innovations Full timeNexus InnovationsWe are seeking a highly skilled Commercial Manager to lead our Finance, Controlling, Human Resources, and IT departments. As a key member of our team, you will be responsible for the following:Financial Leadership: Oversee the preparation of monthly, quarterly, and annual financial statements, ensuring compliance with HGB...
-
Client Support Specialist
1 month ago
Palmetto, Florida, United States HonorVet Technologies Full timeJob Title: Customer Service Assistant Duration: Temporary Position Location: Remote Hours: Standard Business Hours Position Overview: We are seeking a dedicated Customer Service Assistant to support our Customer Service Associates and Manager in various operational tasks. This role is crucial for ensuring smooth interactions with our clients and maintaining...
-
Client Support Specialist
4 weeks ago
Palmetto, Florida, United States HonorVet Technologies Full timeJob Title: Customer Service Assistant Duration: Temporary Position Location: Remote Hours: Standard Business Hours Job Overview: We are seeking a dedicated Customer Service Assistant to enhance our customer support operations. This role is essential in ensuring that our clients receive the highest level of service. Key Responsibilities: Assist in managing...
-
Client Support Representative
4 weeks ago
Palmetto, Florida, United States HonorVet Technologies Full timeJob Title: Customer Service Assistant Duration: Temporary Position Location: Remote Hours: Standard Business Hours Job Overview: We are seeking a dedicated Customer Service Assistant to support our Customer Service Associates and Manager in delivering exceptional service. This role is essential in ensuring smooth operations and enhancing customer...
-
Executive Director
3 weeks ago
Palmetto, Florida, United States Russell Tobin Full timeAs a key member of the Russell Tobin team, you will oversee significant heavy civil projects, including highway, bridge, and infrastructure development. Our company is a leading firm with annual revenues exceeding $500 million and project sizes ranging from $150 million to $300 million.**Company Highlights:**A leading heavy civil contractor with a strong...
-
Training and Development Manager
4 days ago
Palmetto, Florida, United States Air Products Full timeJob SummaryAt Air Products, we are seeking a highly skilled Training and Development Manager to lead our organizational training efforts for the LNG Manufacturing Business. This role is responsible for devising and implementing a comprehensive training strategy that aligns with Business objectives, including identifying training needs, designing and...
-
**GM Coach: Lead and Develop Teams for Success**
4 weeks ago
Palmetto, Florida, United States Walmart Full time**Job Summary**We are seeking a highly skilled and experienced GM Coach to lead and develop our teams for success. As a GM Coach, you will be responsible for driving sales and customer satisfaction while supervising and mentoring associates.**Key Responsibilities**Lead and develop teams effectively by teaching, training, and actively listening to...
-
Senior Project Manager
3 weeks ago
Palmetto, Florida, United States Russell Tobin Full timeAs a key member of the Russell Tobin team, you will oversee significant heavy civil projects, including highway, bridge, and infrastructure development. Our company is a leading firm with annual revenues exceeding $500 million and project sizes ranging from $150 million to $300 million.**Company Highlights:**A leading heavy civil contractor with a strong...
-
Customer Service Representative
2 weeks ago
Palmetto, Florida, United States HonorVet Technologies Full timeJob Title: Customer Service Assistant**Job Summary:**We are seeking a highly skilled Customer Service Assistant to join our team at HonorVet Technologies.**Key Responsibilities:*** Assist the Customer Service Associates and Customer Service Manager with tasks including, but not limited to, gathering customer paperwork and uploading to our computer system*...
-
Branch Office Manager
2 days ago
Palmetto, Florida, United States Steadfast Full timeJob TitleBranch Office ManagerLocation: Palmetto, FloridaJob Type: Full-TimeJob SummaryWe are seeking a highly motivated and experienced Branch Office Manager to oversee the day-to-day operations of our Palmetto branch. The ideal candidate will possess strong leadership skills, a solid background in office management, and a deep understanding of the...