Regional Vice President of Sales – NY, NJ

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

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

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

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

• Educate potential clients about the range of offerings from Fisher Investments.

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

• Meet with prospects either in person or virtually within the designated local territory.

• Manage business operations within the assigned territory remotely.

• Report directly to the Director of Sales.

⛳️ Requirements

• A minimum of 5 years of experience in the financial services industry.

• Possession of FINRA Series 65, or a combination of FINRA Series 7 and 66 is preferred.

• Proven multi-year record of achieving results.

• Experience with high-volume phone activity and conducting in-person meetings.

• Capability to meet with prospects face-to-face or virtually in the local area.

• Must reside within driving distance of New York and New Jersey.

🏝️ Benefits

• 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.

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

• 8 weeks of Paid Primary Caregiver Leave.

• $10,000 in assistance for fertility, family planning, and hormonal health.

• Back-up care services for children, adults, and the elderly.

• A tailored learning and development framework for each employee.

• Certification as a Great Place to Work.

• Unlimited earning potential.

• Access to qualified lead flow.

• Comprehensive training and resources.

• Support from sales, client services, marketing, and research teams.