Vice President of Sales - Wealth Management
Company: Fisher Investments
Location: Vancouver
Posted on: October 18, 2024
Job Description:
Calling all financial professionals looking for a role 100%
focused on sales! Take advantage of our well-defined promotion
opportunities where qualified leads are provided and there is no
cold calling. Join our privately-held, multi-billion dollar, global
investment firm to put our clients first and better the investment
universe. -The Opportunity: -You will be supported by a dedicated
team that provides sales support, client service, marketing,
research and more. You will report to the Inside Sales Manager who
will make sure you have the training and resources to experience
success. -This onsite position is located in Camas, WA. - -The
Day-to-Day:
- Be the voice of Fisher Investments to prospective clients
- Review prospects' personal financial situation and provide
solutions
- Educate prospective clients on the competitive landscape
- Partake in ongoing training in advanced phone sales techniques,
finance, capital markets and portfolio management
- No travel required as this position is focused on phone-based
sales or virtual connectionsYour Qualifications:
- 2+ 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
- Success persuading and educating prospectsCompensation:
- 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 where
average earnings normally reach mid six figures within three to
four yearsWhy 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
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Vancouver , Vice President of Sales - Wealth Management, Sales , Vancouver, Washington
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