Vice President of Sales - Wealth Management

Company: Fisher Investments
Location: Dallas
Posted on: November 20, 2023

Job Description:

If you are 'stuck' in your current financial sales position and feel that service requirements are hindering your ability to develop in sales, you're in the right place! As a Vice President of Sales with Fisher Investments you will focus 100% on sales - no service. Qualified leads are provided to you every month so there's no cold calling. Take advantage of well-defined promotion opportunities and join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. -The Opportunity: -Take control of your financial future with an uncapped commission compensation structure. You will be supported by a dedicated team that provides personal sales support, client service, marketing, research and more. You will report to the US Private Client Group Inside Sales Leader who will make sure you have all the resources you need for the sales process. Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales positions within 2 years. This position is located in Plano, TX (not a remote role). -The Day-to-Day:

• Be the voice of Fisher Investments to prospective clients who have requested information
• Review prospects' personal financial situation and provide solutions
• Educate prospective clients on the competitive landscape and how Fisher Investments differs
• Receive training in advanced phone sales techniques, finance, capital markets and portfolio managementYour Qualifications:
  • 2+ years experience working in financial services
  • Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
  • Success persuading and educating potential clientsWhy Fisher Investments: -We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 dependents
    • A 50% 401(k) match, up to the IRS maximum
    • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
    • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Dallas , Vice President of Sales - Wealth Management, Executive , Dallas, Texas