Client Development Financial Services Executive

8 hours ago


Camas, Washington, United States Fisher Investments Full time
{"title": "Client Development Financial Services VP", "description": "Unlock Your Potential as a Client Development Financial Services VP

Are you a financial professional looking to build new and expand current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services to help our clients reach their financial goals. Join our team at Fisher Investments, a privately held, multi-billion dollar, global investment firm, to put our clients first and better the investment universe.

The Opportunity

As a Client Development Financial Services VP, you will be responsible for evaluating opportunities to consolidate a client's outside assets with Fisher Investments, reviewing personal financial situations and providing solutions, cultivating referrals by providing exceptional service, conducting meetings with prospects and clients virtually and in-person, and conveying and presenting 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
  • $80,000 - $40,000 base salary range with a gradual step down
  • 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
", "lang_code": "en"}

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