Regional Vice President of Sales - Wealth Management
Company: Fisher Investments
Location: North Kingstown
Posted on: May 10, 2022
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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
Investment's 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 Investment's 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, it's 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 EMPLOYER
Keywords: Fisher Investments, Warwick , Regional Vice President of Sales - Wealth Management, Executive , North Kingstown, Rhode Island
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here to apply!
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