Client Development Financial Services Executive

1 week ago


Palmetto, Florida, United States Fisher Investments Full time
The Opportunity

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
Compensation

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 Investments

We 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



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