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Fisher Investments · 2 days ago

Regional Vice President of Sales (Mid-Atlantic)

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on bettering the investment universe. The Regional Vice President of Sales will manage a territory, converting prospects to clients and presenting wealth management solutions to high-net-worth individuals.

Financial Services

Comp. & Benefits

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

Financial services experienceFINRA Series 65Sales techniques trainingHigh-volume phone activityIn-person meetings

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 preferred

Benefits

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