Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity :
Present Fisher Investment’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will ensure you have the training and resources to succeed. You will also be supported by sales support, client services, marketing, research, and more.
The Region :
The Northeast Region includes the following states: New York, Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire, and Maine.
The Day-to-Day :
- Convert prospects to clients by showcasing the Fisher difference
- Engage with high-net-worth prospects to evaluate their financial situation and provide solutions
- Educate prospective clients on Fisher Investment’s offerings
- Participate in ongoing training in sales techniques, finance, capital markets, and portfolio management
- This is a home office position with prospects met face-to-face or virtually within your local territory
Your Qualifications :
- 5+ years experience in financial services
- FINRA Series 65 or Series 7 and 66 preferred
- Proven success in driving results
- Experience with high-volume phone activity and in-person meetings
Compensation :
- Commission/variable pay position - $100,000+ base salary with a gradual step down; includes a percentage of first-year management fees and trailers for new business
- Uncapped performance-based pay with potential for a 7-figure income; average earnings typically reach mid to high 6 figures within 2 years
Why Fisher Investments :
We aim to better the investment universe. We pride ourselves on our inclusive culture, tailored learning and development, and our Great Place to Work Certification. We invest in our people by offering benefits such as:
- 100% paid medical, dental, and vision premiums for employees and dependents
- 50% 401(k) match up to the IRS maximum
- Family support programs including 8-week Paid Primary Caregiver Leave, fertility and family forming assistance, and backup care for children, adults, and elders
Fisher Investments is an Equal Opportunity Employer.
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