Regional Vice President of Sales, Pacific

This is a fully remote position, open to applicants in California, +5 more states.

📋 Description

• Present Fisher Investments' wealth management solutions to affluent prospects.

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

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

• Educate prospective clients on the diverse range of offerings provided by Fisher Investments.

• Participate in ongoing training focused on advanced phone sales strategies, financial concepts, capital markets, and portfolio management.

• This is a home office position, with the necessity to meet prospects either face-to-face or virtually within your local area.

⛳️ Requirements

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

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

• Proven track record of success in achieving results over multiple years.

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

🏝️ Benefits

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

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

• Family support programs, including an 8-week Paid Primary Caregiver Leave, $10,000 for fertility, family formation, and hormonal health assistance, as well as back-up care for children, adults, and the elderly.