Fisher Investments
Fisher Investments is a globally recognized financial adviser that specializes in personalized wealth management and institutional investing services. With over 45 years of experience, the company focuses on developing tailored investment strategies for individuals, families, and institutions, including pension funds and governments. Fisher Investments employs a top-down investment approach to navigate the complex market landscape and help clients achieve their financial goals.
Financial Services • Portfolio Management • Investment Advice • Retirement Planning • Retirement Investment Planning
Regional Vice President - Sales
March 26
Fisher Investments
Fisher Investments is a globally recognized financial adviser that specializes in personalized wealth management and institutional investing services. With over 45 years of experience, the company focuses on developing tailored investment strategies for individuals, families, and institutions, including pension funds and governments. Fisher Investments employs a top-down investment approach to navigate the complex market landscape and help clients achieve their financial goals.
Financial Services • Portfolio Management • Investment Advice • Retirement Planning • Retirement Investment Planning
📋 Description
• Calling all financial professionals looking for a role 100% focused on sales! • 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
🎯 Requirements
• 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
🏖️ 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
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