Financial Services Vice President

1 week ago

Plano, Texas, United States Fisher Investments Full time

Overview

As a Client Development Vice President at Fisher Investments, you will play a key role in building and expanding client relationships, providing holistic financial planning and portfolio analysis services. This is an exciting opportunity to join a privately held, multi-billion dollar, global investment firm that prioritizes putting clients first and bettering the investment universe.

The Opportunity:

You will have the support of a Client Development Manager, who will provide training and resources to ensure your success. You will be part of a dedicated team that offers sales and service, marketing, operations, and more. This onsite position is located in Plano, TX or Tampa, FL.

The Day-to-Day:

  • 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

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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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