Client Development Financial Services Executive
4 days ago
Fisher Investments is seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services VP. As a key member of our team, you will be responsible for providing holistic financial planning and portfolio analysis services to our clients.
The OpportunityThis is an exciting opportunity to work with a leading global investment firm and contribute to the growth and success of our clients. You will be supported by a dedicated team and have access to a wide range of resources and training to help you succeed in your role.
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
- 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
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 InvestmentsWe 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
-
Plano, Texas, United States Fisher Investments Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional financial planning and portfolio analysis...
-
Client Development Financial Services Executive
1 month ago
Plano, Texas, United States Fisher Investments Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial planning and portfolio analysis services.The...
-
Client Development Financial Services Executive
4 weeks ago
Plano, Texas, United States Fisher Investments Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing holistic financial planning and portfolio analysis services, and driving...
-
Client Development Financial Services Executive
4 weeks ago
Plano, Texas, United States Fisher Investments Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing holistic financial planning and portfolio analysis services, and driving...
-
Plano, Texas, United States Fisher Investments Full timeUnlock Your Potential as a Client Development ProfessionalAre you a financial expert looking to build long-lasting relationships with clients and drive business growth? As a Client Development professional at Fisher Investments, you will have the opportunity to provide holistic financial planning and portfolio analysis services to our clients. Our team is...
-
Client Development Financial Services Executive
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeOverview We are seeking a skilled financial professional to join our team as a Client Development Financial Services VP. As a key member of our organization, you will be responsible for providing holistic financial planning and portfolio analysis services to our clients. The Opportunity: This is an exciting opportunity to work with a privately held,...
-
Financial Services Representative
3 weeks ago
Plano, Texas, United States UNIFY Financial Credit Union Full timeJob SummaryWe are seeking a highly motivated and customer-focused Member Financial Specialist to join our team at UNIFY Financial Credit Union. As a key branch team member, you will perform both service and sales activities to enhance existing relationships with credit union members and identify opportunities to expand our memberships, shares, and consumer...
-
Financial Services Representative
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeJob OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...
-
Financial Services Representative
4 weeks ago
Plano, Texas, United States UNIFY Financial Credit Union Full timeAbout the RoleAs a key member of our team at UNIFY Financial Credit Union, you will play a vital role in providing exceptional service to our members. As a Financial Services Representative, you will be responsible for helping our members achieve their financial goals by offering personalized financial solutions and expert advice.Key ResponsibilitiesMember...
-
Executive Vice President of Client Relations
6 days ago
Plano, Texas, United States NTT DATA Full timeJob Title: Executive Vice President of Client RelationsNTT DATA Services is seeking a seasoned Executive Vice President of Client Relations to join our Manufacturing team in the United States. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight to a portfolio of accounts in the Manufacturing...
-
Financial Services Professional
4 weeks ago
Plano, Texas, United States Northwestern Mutual Full timeBuild a Successful Career with Northwestern MutualAs a Northwestern Mutual Financial Representative, you will have the opportunity to build a client base by growing relationships with your network and developing knowledge of our financial products and market trends. You will educate yourself beyond training through sponsored licensing and registration, as...
-
Financial Services Representative
3 weeks ago
Plano, Texas, United States UNIFY Financial Credit Union Full timeUnlock Your Potential as a Member Financial SpecialistAt UNIFY Financial Credit Union, we're committed to providing exceptional service to our members. As a Member Financial Specialist, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Respond to member inquiries and provide personalized solutions to their...
-
Business Development Executive
3 weeks ago
Plano, Texas, United States Haworth, Inc. Full timeBusiness Development ExecutiveAt Haworth, we're seeking a skilled Business Development Executive to join our team in Dallas. As a key member of our sales team, you'll be responsible for identifying and securing new sales opportunities, developing effective strategies to grow revenue, and executing business plans to meet quota and product mix goals.Key...
-
Business Development Executive
3 weeks ago
Plano, Texas, United States Haworth, Inc. Full timeBusiness Development ExecutiveAt Haworth, we're seeking a skilled Business Development Executive to join our team in Dallas. As a key member of our sales team, you'll be responsible for identifying and securing new sales opportunities, developing effective strategies to grow revenue, and executing business plans to meet quota and product mix goals.Key...
-
Financial Services Representative
4 weeks ago
Plano, Texas, United States Capital One Full timeJob SummaryWe are seeking a highly skilled Business Development Manager to join our team at Capital One. As a Business Development Manager, you will be responsible for building and maintaining relationships with existing and new clients, identifying business opportunities, and developing strategies to drive growth and revenue.Key ResponsibilitiesRelationship...
-
DataStage Developer
3 days ago
Plano, Texas, United States Hispanic Technology Executive Council Full timeJob Title: DataStage DeveloperAt Hispanic Technology Executive Council, we are committed to delivering innovative solutions that drive business growth. As a DataStage Developer, you will play a critical role in designing and implementing complex data integration solutions that meet the needs of our clients.Key Responsibilities:Develop and deliver complex...
-
Business Development Executive
3 weeks ago
Plano, Texas, United States Haworth, Inc. Full timeUnlock Your Potential as a Business Development ExecutiveHaworth, Inc. is seeking a highly motivated and results-driven Business Development Executive to join our team in Dallas. As a key member of our sales team, you will be responsible for identifying and securing new business opportunities, developing strategic relationships, and driving revenue...
-
Business Development Executive
2 weeks ago
Plano, Texas, United States Haworth, Inc. Full timeBusiness Development OpportunityHaworth, Inc. is seeking a skilled Business Development Executive to drive market growth and revenue expansion in the Dallas area.Key Responsibilities:Act as a strategic relationship developer, focused on increasing market share through identifying and securing new sales from competitively held target accounts, new...
-
Business Development Executive
3 weeks ago
Plano, Texas, United States Haworth, Inc. Full timeUnlock Your Potential with HaworthWe are seeking a highly motivated and results-driven Business Development Executive to join our team in Dallas. As a key member of our sales team, you will be responsible for identifying and securing new business opportunities, developing strategic relationships, and driving revenue growth.Key Responsibilities:Develop and...
-
Plano, Texas, United States Capital One Financial Corp Full timeJob SummaryWe are seeking a highly skilled Senior Director, HR Business Partner to join our Financial Services Tech team. As a key member of our senior leadership team, you will provide strategic HR business partnership to one or more technology organizations, driving business outcomes through creative human capital strategies.Key ResponsibilitiesProvide...