Fisher Investments · 2 days ago

Regional Vice President of Sales (Mid-Atlantic)

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Maximize your interview chances

Financial Services

Comp. & Benefits

Insider Connection @Fisher Investments

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Services ExperienceFINRA Series 65FINRA Series 7FINRA Series 66Sales TechniquesCapital MarketsPortfolio ManagementHigh-Volume Phone ActivityClient Engagement

Required

5+ years' experience working in financial services

Multi-year track record of success driving results

Experience in high-volume phone activity and in-person meetings

Preferred

FINRA Series 65 or a combination of FINRA Series 7 and 66

Benefits

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