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Regional Vice President of High Net Worth Sales

Company: Fisher Investments
Location: Charlotte
Posted on: September 13, 2020

Job Description:

Job DescriptionOverview

Are you a financial advisor looking for a role 100% focused on sales? Are you tired of service requirements overshadowing sales activities? Are you looking to move on from cold calling? As a Regional Vice President of Sales with Fisher Investments you will focus solely on sales - no service. Lead flow provided! Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.

The Opportunity:

This highly lucrative sales role allows you to work remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. Receive corporate office support from a dedicated team that includes personal sales support, client service, marketing and more.

The Day-to-Day:


  • Call high-net-worth prospects who have requested Fisher Investments' information
  • Meet with prospects to evaluate their personal situation and provide solutions
  • Educate prospective clients on Fisher Investment's services
  • Help qualified consumers become Fisher Investments' clients

    Your Qualifications:

    • 5+ years of specifically selling to stock market investors
    • Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
    • Quantifiable track record of personal success attaining new investor business
    • Demonstrated experience in high volume phone activity and in-person meetings
    • Minimum of six-figure earnings in each of the past 3 years (pay for production compensation model)


      Why Fisher Investments:

      Fisher Investments is a different kind of investment firm. We don't come from Wall Street, nor do we believe we fit in with most of the finance industry, and we're proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it's the people that make the Fisher purpose possible. After all, it's our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

      • 100% coverage of premiums for health, vision and dental insurance
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO*, plus 9 paid holidays
      • 8 week paid Primary Caregiver Parental Leave
      • And much, much more

        We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace.

        But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.

        * California employees accrue up to 17 days of PTO and 3 days of sick time per year.

        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Charlotte , Regional Vice President of High Net Worth Sales, Sales , Charlotte, North Carolina

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