Note: The job is a remote job and is open to candidates in USA. Fisher Investments is hiring a Regional Vice President of Sales to present its wealth management solutions to high-net-worth prospects and convert them into clients. The role manages a North Central territory, evaluates prospective clients’ financial situations, and educates them about the firm’s offerings.

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Skills

• 5+ years experience working in financial services
• Multi-year track record of success driving results
• Experience in high-volume phone activity and in-person meetings
• FINRA Series 65 or a combination of FINRA Series 7 and 66

Benefits

• Commission-first position with uncapped earning potential; monthly commission is a percentage of estimated first year’s management fees.
• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

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