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Fisher Investments

Regional Vice President of Sales (South Atlantic)

Posted One Month Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Remote
Hiring Remotely in United States
175K-175K Annually
Senior level
Sell Fisher Investments wealth management solutions to high-net-worth prospects across Tennessee, North Carolina, and South Carolina. Responsibilities include converting qualified leads, evaluating prospects’ financial situations, presenting investment offerings, conducting high-volume phone sales and in-person or virtual meetings, and completing ongoing training in finance, capital markets, portfolio management, and advanced sales techniques. This home-office role offers a $175,000 starting base salary before transitioning to a fully commissioned structure.
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Overview

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 Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. 


The South Atlantic Region includes the following states: Tennessee, North Carolina, and South Carolina. 


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 the variety of Fisher Investment’s offerings
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications:


  • 5+ years experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings

Compensation:

  • This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees.

Why 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
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments San Mateo, California, USA Office

1450 Fashion Island Boulevard, Suite 300, San Mateo, United States, 94404

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