Vice President of Sales – Wealth Management

New Today

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.
Please ensure you read the below overview and requirements for this employment opportunity completely. 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 for success. You will also be supported by sales support, client services, marketing, research, and more. The Pacific Region includes the following states: Washington, Oregon, Idaho, Montana, California, and Nevada. 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 FINRA 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 – variable salary range with a gradual step down; compensation includes a percentage of estimated first-year management fees plus trailers for new business closed This role offers uncapped performance-based compensation with the potential for a 7-figure income, with average earnings reaching 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, learning and development programs tailored for each employee, 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 you and 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 and family-forming assistance, hormonal health support, and backup child, adult, and elder care Fisher Investments is an equal opportunity employer.
#J-18808-Ljbffr
Location:
Los Angeles, CA
Salary:
$125
Category:
Management And Consultancy

We found some similar jobs based on your search