Regional Vice President of Sales – Northeast

This is a fully remote position, open to applicants in Connecticut, +6 more states.

📋 Description

• Present wealth management solutions from Fisher Investments to high-net-worth individuals.

• Convert potential clients by highlighting the unique advantages of Fisher Investments.

• Interact with high-net-worth individuals to assess their financial circumstances and offer tailored solutions.

• Inform prospective clients about the diverse array of offerings provided by Fisher Investments.

• Participate in continuous training focused on advanced phone sales techniques, finance, capital markets, and portfolio management.

• This is a home office role with the requirement to meet with prospects either in person or virtually within your local area.

⛳️ Requirements

• Over 5 years of experience in the financial services sector.

• Preferably possess FINRA Series 65 or a combination of FINRA Series 7 and 66.

• Proven multi-year record of achieving successful outcomes.

• Experience handling high-volume phone interactions and conducting in-person meetings.

🏝️ Benefits

• Comprehensive medical, dental, and vision premiums fully covered for you and your eligible dependents.

• A 50% match on 401(k) contributions, up to the maximum allowed by the IRS.

• Family support programs that include 8 weeks of paid primary caregiver leave, $10,000 for fertility, family forming, and hormonal health assistance, as well as backup childcare, adult, and elder care services.