Regional Vice President of Sales Wealth Management

Company: Fisher Investments
Location: Merrimac
Posted on: May 11, 2022

Job Description:

Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investments servicesHelp qualified consumers become Fisher Investments clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)Why Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, its 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 dependentsA 50% 401(k) match, up to the IRS maximum9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERby Jobble

Keywords: Fisher Investments, Lowell , Regional Vice President of Sales Wealth Management, Executive , Merrimac, Massachusetts