Regional Vice President of Sales - Wealth Management

Company: Fisher Investments
Location: New Haven
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 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' information
Meet with prospects to evaluate their personal situation and provide solutions
Educate prospective clients on Fisher Investment's services
Help qualified consumers become Fisher Investments' clients
Your Qualifications:
5+ years of specifically selling to stock market investors
Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
Experience bringing in new investor business
Experience in high-volume phone activity and in-person meetings
Record 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 dependents
A 50% 401(k) match, up to the IRS maximum
9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We 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, New Haven , Regional Vice President of Sales - Wealth Management, Executive , New Haven, Connecticut