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Vice President of Sales in Financial Services

2 months ago


Princeton, New Jersey, United States Fisher Investments Full time

Overview:

We are seeking accomplished financial professionals who are passionate about sales. This role offers a unique opportunity to leverage established leads without the burden of cold calling. Become part of a prestigious, privately-owned investment firm dedicated to enhancing the financial landscape.

Key Responsibilities:

  • Act as the primary representative of the firm to potential clients.
  • Analyze clients' financial circumstances and propose tailored solutions.
  • Inform potential clients about the competitive market dynamics.
  • Engage in continuous training focused on advanced sales techniques, financial principles, capital markets, and portfolio management.
  • This position is centered around phone-based sales and virtual interactions, eliminating the need for travel.

Candidate Profile:

  • A minimum of 2 years of experience in the financial services sector.
  • Possession of FINRA Series 65 or a combination of FINRA Series 7 and 66 is preferred.
  • A proven history of achieving sales targets and driving results.
  • Ability to effectively persuade and educate potential clients.

Compensation Structure:

  • This position offers uncapped, performance-driven compensation, with average earnings typically reaching mid-six figures within three to four years.

Why Choose Fisher Investments:

At Fisher Investments, we are committed to a greater mission: improving the investment landscape. We take pride in fostering an inclusive environment, offering tailored learning and development opportunities for every employee, and holding a Great Place to Work Certification. Our commitment to our employees is reflected in our exceptional benefits package, which includes:

  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
  • Financial assistance for fertility, hormonal health, and family-forming needs.

Fisher Investments is proud to be an equal opportunity employer.