Fisher Investments
Vice President of Sales – Wealth Management
Fisher Investments, Indianapolis, Indiana, us, 46262
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.
Increase your chances of an interview by reading the following overview of this role before making an application. The Opportunity : Present Fisher Investments 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 North Central Region includes Illinois, Indiana, and Kentucky. The Day-to-Day : 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 Fisher Investment’s offerings Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management This is a home office position with the expectation to meet prospects face-to-face or virtually within your local territory Your Qualifications : 5+ years of experience working in financial services FINRA Series 65 or a combination of Series 7 and 66 preferred Proven success in driving results over multiple years Experience in high-volume phone activity and in-person meetings Compensation : Commission/variable pay based position - $100,000–$0 base salary range with a gradual step down; includes a percentage of estimated first-year management fees plus trailers for new business closed Uncapped performance-based compensation with the potential for a 7-figure income; average earnings typically reach mid to high 6 figures within 2 years Why Fisher Investments : We work for a bigger purpose: bettering the investment universe. We pride ourselves on our inclusive culture, customized learning and development programs, and our Great Place to Work Certification. We invest in our people by offering exceptional benefits such as: 100% paid medical, dental, and vision premiums for employees and qualifying dependents A 50% 401(k) match, up to the IRS maximum Family support programs including 8-week Paid Primary Caregiver Leave, fertility and family-forming assistance, hormonal health support, and backup child, adult, and elder care Fisher Investments is an equal opportunity employer.
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Increase your chances of an interview by reading the following overview of this role before making an application. The Opportunity : Present Fisher Investments 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 North Central Region includes Illinois, Indiana, and Kentucky. The Day-to-Day : 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 Fisher Investment’s offerings Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management This is a home office position with the expectation to meet prospects face-to-face or virtually within your local territory Your Qualifications : 5+ years of experience working in financial services FINRA Series 65 or a combination of Series 7 and 66 preferred Proven success in driving results over multiple years Experience in high-volume phone activity and in-person meetings Compensation : Commission/variable pay based position - $100,000–$0 base salary range with a gradual step down; includes a percentage of estimated first-year management fees plus trailers for new business closed Uncapped performance-based compensation with the potential for a 7-figure income; average earnings typically reach mid to high 6 figures within 2 years Why Fisher Investments : We work for a bigger purpose: bettering the investment universe. We pride ourselves on our inclusive culture, customized learning and development programs, and our Great Place to Work Certification. We invest in our people by offering exceptional benefits such as: 100% paid medical, dental, and vision premiums for employees and qualifying dependents A 50% 401(k) match, up to the IRS maximum Family support programs including 8-week Paid Primary Caregiver Leave, fertility and family-forming assistance, hormonal health support, and backup child, adult, and elder care Fisher Investments is an equal opportunity employer.
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