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Fisher Investments · 1 day ago

Regional Vice President of Sales (Northeast)

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Fisher Investments is a multi-billion-dollar global investment firm focused on bettering the investment universe. They are seeking a Regional Vice President of Sales to manage a territory, presenting wealth management solutions to high-net-worth prospects and converting them into clients with the support of a comprehensive sales team.

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 techniquesHigh-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

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