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Vice President of Sales – Wealth Management

Fisher Investments
Posted 2 days ago, valid for a year
Salary

Competitive

Contract type

Full Time

Paid Time Off

By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.

Sonic Summary

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  • Fisher Investments is seeking a Regional Vice President of Sales with a focus on presenting wealth management solutions to high-net-worth clients in the California/Nevada region.
  • Candidates should have over 5 years of experience in financial services and preferably possess a FINRA Series 65 or a combination of Series 7 and 66 licenses.
  • The position is remote and offers no cold calling, as qualified leads are provided, with support from various departments to ensure success.
  • Compensation is commission-based, ranging from $100,000 with uncapped performance-based earnings, where average earnings typically reach the mid to high six figures within two years.
  • Fisher Investments promotes an inclusive culture and offers comprehensive benefits, including fully paid medical premiums and generous PTO.

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 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. This position is remote.

 

The California/Nevada Region includes the following states: California (San Francisco, Los Angeles, San Diego), and Nevada (Las Vegas). 

 

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
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.