Regional Vice President of Sales - Wealth Management - Fisher Investments : Job Details

Join a leading global investment firm dedicated to transforming the investment landscape!

Your Opportunity:

As a Vice President of Sales focusing exclusively on wealth management, you will engage with high-net-worth clients to present Fisher Investment's strategic financial solutions. You will have the autonomy to manage your territory while receiving qualified leads—no cold calling needed!

What You Will Do:

• Convert potential clients by highlighting the unique benefits of Fisher Investments.
• Conduct in-depth assessments of clients' financial situations and recommend tailored solutions.
• Educate prospects on the diverse range of wealth management services we offer.
• Participate in continuous training programs in advanced sales techniques and financial management.
• Meet potential clients either in-person or virtually within your designated area.

Your Qualifications:

• Minimum 5 years of experience in the financial services sector.
• FINRA Series 65 license or a combination of FINRA Series 7 and 66 is preferred.
• Proven track record of exceeding sales targets.
• Experience with high-volume phone outreach and in-person consultations.

Compensation:

• Your earnings will be based on commissions with a base salary structure starting at $100,000 and transitioning to performance-based pay.
• This role offers unlimited earning potential, with many achieving mid to high six figures in just two years.

Why Fisher Investments?

We are driven by a mission to enhance the investment world. Our commitment to employee growth is reflected in our inclusive culture and development programs tailored to each individual. We proudly hold a Great Place to Work Certification and offer outstanding benefits, including:

• Complete coverage for medical, dental, and vision premiums for you and your eligible dependents.
• A 50% match on your 401(k) contributions, up to the IRS limit.
• Comprehensive family support resources, including 8 weeks of paid Primary Caregiver Leave, $10,000 in assistance for fertility and family planning, and access to emergency child, adult, and elder care services.

Fisher Investments is an equal opportunity employer.