Client Development Financial Services Executive

3 days ago

Plano, Texas, United States Fisher Investments Full time
Unlock Your Potential as a Client Development Professional

Are you a financial expert looking to build long-lasting relationships with clients and drive business growth? As a Client Development professional at Fisher Investments, you will have the opportunity to provide holistic financial planning and portfolio analysis services to our clients. Our team is dedicated to helping our clients achieve their financial goals, and we are seeking talented individuals to join us in this mission.

The Opportunity:

As a Client Development professional, you will be responsible for evaluating opportunities to consolidate a client's outside assets with Fisher Investments. You will review personal financial situations and provide solutions to help our clients achieve their financial goals. You will also cultivate referrals by providing exceptional service and conduct meetings with prospects and clients virtually and in-person. Our team is committed to providing the best possible service to our clients, and we are looking for individuals who share our commitment to excellence.

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

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