Client Development Financial Services Executive

4 weeks ago


Dallas, Texas, United States Fisher Investments Full time

About Fisher Investments

Fisher Investments is a privately held, multi-billion dollar global investment firm dedicated to bettering the investment universe. Our mission is to provide holistic financial planning and portfolio analysis services that put our clients first.

The Opportunity

We are seeking a highly motivated Client Development Executive to join our team in Plano, TX or Tampa, FL. As a key member of our client-facing team, you will be responsible for evaluating opportunities to consolidate a client's outside assets with Fisher Investments.

Responsibilities

  • Evaluate opportunities to consolidate a client's outside assets with Fisher Investments
  • Review personal financial situations and provide solutions
  • Cultivate referrals by providing exceptional service
  • Conduct meetings with prospects and clients virtually and in-person
  • Convey and 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

Compensation and Benefits

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. In addition to competitive compensation, we offer:

  • 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

About You

You have a strong background in Financial Services and a proven track record of success in client-facing or production-based roles. You are passionate about delivering exceptional service and building long-term relationships with clients.



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