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Vice President of Sales – Wealth Management

4 months ago

Coppell, United States Fisher Investments Full time

Calling all financial professionals looking for a role 100% focused on sales Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

 

The Opportunity:

 

You will be supported by 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 the training and resources to experience success.  This onsite position is located in Plano, WA.

 

 The Day-to-Day:

  • Be the voice of Fisher Investments to prospective clients

  • Review prospects' personal financial situation and provide solutions

  • Educate prospective clients on the competitive landscape

  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

  • No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 2+ years experience working in financial services

  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred

  • Multi-year track record of success driving results

  • Success persuading and educating prospects

Compensation:

  • This role offers uncapped performance-based compensation with the possibility of a 6-figure income

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