Regional Vice President – Sales

This is a fully remote position, open to applicants in California.

📋 Description

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

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

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

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

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

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

• Manage the assigned territory within driving distance while also addressing other business aspects remotely.

• Report to the Director of Sales and collaborate with sales support, client services, marketing, and research teams.

⛳️ Requirements

• Over 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 track record of success with multi-year experience in achieving results.

• Experience with high-volume phone interactions and face-to-face meetings.

• Capability to cover a territory within driving distance.

• Ability to meet with prospects in person or virtually within the local area.

🏝️ Benefits

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

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

• 8 weeks of paid leave for primary caregivers.

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

• Access to back-up care for children, adults, and the elderly.

• A personalized learning and development framework for every employee.

• Certification as a Great Place to Work.

• Unlimited earning potential.