Vice President of Sales – Wealth Management
35 Days Old
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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.
Read all the information about this opportunity carefully, then use the application button below to send your CV and application.
The Opportunity
Present Fisher Investment’s 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 Central Gulf Region includes the following states: Texas and Louisiana.
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
Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed
This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
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 EMPLOYERSeniority level Seniority levelExecutive
Employment type Employment typeFull-time
Job function Job functionSales and Business Development
IndustriesStaffing and Recruiting
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- Location:
- Austin, TX
- Salary:
- $125
- Category:
- Management And Consultancy
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Austin, TX
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