Senior Investment Sales Professional
4 days ago
Are you looking for a challenging and rewarding career in financial services? Fisher Investments offers an exciting opportunity as a Vice President of Sales. In this role, you will be responsible for developing and maintaining strong relationships with existing clients, identifying new business opportunities, and driving revenue growth.
About the RoleYou will be supported by a dedicated team that provides sales support, client service, marketing, research, and more. Our Inside Sales Manager will guide and support you to ensure your success in this challenging and rewarding role.
Key Responsibilities:
- Review prospects' personal financial situation and provide tailored investment solutions
- Educate prospective clients on our investment strategies and solutions
- Develop and maintain strong relationships with existing clients
- Stay up-to-date with market trends and industry developments to provide expert advice to clients
To succeed in this role, you will need:
- At least 2 years of experience working in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
- A proven track record of success driving results
- Excellent communication and interpersonal skills
We offer a competitive compensation package with uncapped performance-based incentives. Our benefits include 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a 50% 401(k) match, and 20 days of PTO plus 10 paid holidays.
-
Senior Care Professional
1 day ago
Clearwater, Florida, United States LCS Senior Living Full timeCompany OverviewLCS Senior Living is a leader in senior care services, dedicated to providing high-quality support and compassion to our residents. Our team of healthcare professionals is committed to delivering exceptional care and creating a warm, welcoming environment for all.Compensation PackageWe offer a competitive salary and comprehensive benefits...
-
Investment Consultant
4 days ago
Clearwater, Florida, United States Fisher Investments Full timeJob ResponsibilitiesAs a Portfolio Counselor, your key responsibilities will include:Partnering with sales professionals to onboard new clients who have expressed a desire to hire Fisher InvestmentsHelping bring in new assets through client referralsEducating clients on Fisher's investment philosophy and what it means to work with Fisher InvestmentsAligning...
-
Clearwater, Florida, United States Fisher Investments Full timeFisher Investments is seeking an experienced Vice President of Sales to join our dynamic team. As a key member of our sales team, you will be responsible for driving revenue growth, expanding our client base, and developing and maintaining strong relationships with existing clients.About UsWe are a leading global investment firm dedicated to delivering...
-
Investment Counselor
14 hours ago
Clearwater, Florida, United States Fisher Investments Full timeJob Description Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical...
-
International Investment Counsellor
20 hours ago
Clearwater, Florida, United States Fisher Investments Full timeJob Description Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm...
-
Global Investment Strategist
4 days ago
Clearwater, Florida, United States Fisher Investments Full timeFisher Investments International is a leading firm in the field of asset management, offering a unique approach focused on private clients. As an International Investment Counsellor, you will be part of a team that prioritizes client service and separation of sales and client relationships.The role involves partnering with internal portfolio decision-makers,...
-
Financial Sales Professional
2 days ago
Clearwater, Florida, United States Fisher Investments Full timeUnlock Your Potential in a Dynamic Sales EnvironmentWe are seeking a highly motivated and enthusiastic Part-Time Sales Associate to join our team at Fisher Investments. This is an exceptional opportunity for current college students to gain real-world experience in sales, develop valuable skills, and launch their careers.As a Part-Time Sales Associate, you...
-
International Investment Counsellor
4 days ago
Clearwater, Florida, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices...
-
Senior Vice President of Financial Sales
4 days ago
Clearwater, Florida, United States Fisher Investments Full timeAbout the RoleFisher Investments is committed to bettering the investment universe and is seeking a highly skilled sales professional to join our team as a Vice President of Sales Financial Services. As a key member of our team, you will play a critical role in helping us achieve our mission.Key Responsibilities:Provide exceptional service to prospective...
-
Investment Solutions Specialist
3 days ago
Clearwater, Florida, United States Fisher Investments Full timeAbout the RoleAs a Phone-Based Sales Representative, you will be responsible for reviewing prospects' personal financial situation and providing solutions to help qualified Canadian private investors become clients of Fisher Investments.You will also participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio...
-
Clearwater, Florida, United States Fisher Investments Full timeJoin Fisher Investments as a Vice President of Sales and take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. You will be supported by a dedicated team that provides sales support, client service, marketing, research, and more.About the RoleYou will report to the Inside Sales Manager who...
-
Private Client Adviser – Inside Sales
3 days ago
Clearwater, Florida, United States Fisher Investments Full timePrivate Client Adviser – Inside Sales at Fisher Investments summary:As a Private Client Adviser in Inside Sales, you will engage with high-net-worth individuals across Canada to provide tailored investment solutions. This role involves no cold calling and is supported by a dedicated team that enhances your ability to succeed in financial services. With a...
-
Part-Time Sales Associate
2 days ago
Clearwater, Florida, United States Fisher Investments Full timeImagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within...
-
Responsible Investment Product Manager
1 week ago
Clearwater, Florida, United States Fisher Investments Full timeJob Description The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$20B AUM with Responsible Investments/ESG/SRI guidelines (Environmental,...
-
Private Client Adviser – Inside Sales
5 days ago
Clearwater, Florida, United States Fisher Investments Full timePrivate Client Adviser – Inside Sales at Fisher Investments summary: As a Private Client Adviser in Inside Sales, you will engage with high-net-worth individuals across Canada to provide tailored investment solutions. This role involves no cold calling and is supported by a dedicated team that enhances your ability to succeed in financial services....
-
Private Client Adviser – Inside Sales
2 days ago
Clearwater, Florida, United States Fisher Investments Full timePrivate Client Adviser – Inside Sales at Fisher Investments summary: As a Private Client Adviser - Inside Sales, you'll engage with high-net-worth individuals across Canada, providing tailored investment solutions. You'll leverage a robust support team and training to effectively manage client relationships and drive sales success without cold...
-
Private Client Adviser – Inside Sales
12 hours ago
Clearwater, Florida, United States Fisher Investments Full timePrivate Client Adviser – Inside Sales at Fisher Investments summary:The Private Client Adviser - Inside Sales role focuses on engaging high-net-worth individuals in Canada to provide tailored financial solutions. Candidates should possess a CFA Level 1 or higher and have at least two years of relevant financial services experience. This position offers...
-
Financial Services Sales Manager
4 days ago
Clearwater, Florida, United States Fisher Investments Full timeJoin Our TeamFisher Investments is seeking a talented sales professional to join our team as a Vice President of Sales Financial Services. In this role, you will have the opportunity to work with a dedicated team that provides sales support, client service, marketing, research, and more. You will report to the Inside Sales Manager who will make sure you have...
-
Sales and Service Associate
2 days ago
Clearwater, Florida, United States Fisher Investments Full timeSales and Service Opportunities at Fisher InvestmentsWe are seeking a driven and customer-focused Sales and Service Associate to join our team. In this role, you will have the opportunity to develop your sales skills, provide exceptional customer service, and contribute to the success of our organization.Your responsibilities will include:Processing lead...
-
Phone-Based Sales Representative
3 days ago
Clearwater, Florida, United States Fisher Investments Full timeResponsibilitiesAs a Portfolio Management Consultant, your primary responsibility will be to engage with high-net-worth individuals across Canada to provide tailored investment solutions.You will review prospects' personal financial situation and provide solutions to help qualified Canadian private investors become clients of Fisher Investments.This role is...