High Net Worth Finance Sales (Vice President)

FISHER INVESTMENTS' group of finance professionals is one of the highest caliber sales forces in the industry.  They have been a key factor in Fisher Investments? growth in assets under management from roughly $5 billion in 2000 to over $30 billion today.





We are now searching for a highly qualified financial sales specialist to join our team as a Vice President. Our ideal candidate has previous quantifiable success selling portfolio management services, is goal-oriented, articulate, charismatic, and unparalleled work ethic.

 

Fisher Investments is a privately-held investment management firm with a track record of success managing portfolios in our Private Client Group of high-net worth investors. Our founder and CEO, Kenneth L. Fisher is a nationally recognized money manager and an innovator in investment theory.  He has authored several finance books, and has been the Forbes magazine "Portfolio Strategy" columnist since 1984.



 

THE INCENTIVES
Extremely generous base salary - No draw or charge for leadsLucrative commission and bonus structure designed to accelerate compensation for performersFull medical, dental, and vision benefits paid for by the firm401k program with partial firm contribution


THE OPPORTUNITY
Call on pre-qualified high-net-worth investors ? No cold calling or lead generationExcellent opportunities to accelerate your earnings potentialWork with a firm that has a history of providing excellent service & value for more than 2 decades


THE DUTIES AND RESPONSIBILITIES
Evaluate and discuss investment situations with pre-qualified high-net-worth potential clients Facilitate and conduct individual meetings and presentations in your territory Bring in new assets to the firm using a highly professional consultative sales approachOperate and represent Fisher Investments with the highest level of integrity and work ethic


THE QUALIFICATIONS FOR THE VICE PRESIDENT ROLE
Minimum five years of professional individual financial sales successMinimum $10 million new AUM or $400k gross production per year average over the past 5 years Consistent six-figure W-2 historyClean U4 and CRDPhenomenal communication skills Self-motivated and self-disciplinedDynamic and extroverted sales presenceHighly competitive and goal-oriented

 

Please take advantage of the opportunity to submit your resume to Fisher Investments or learn more about Fisher Investments and our Private Client Group using the link located below.




Reference Job Code 504 when you apply to Fisher Investments to ensure that your resume is properly routed. Learn more at the Fisher Investments website located at www.fishercareers.com



Previous applicants have had professional titles or qualifications such as:  Financial Advisor, Investment Advisor, Vice President of Sales, Wealth Management Advisor, Business Development Officer, Regional Representative, Financial Consultant, Stockbroker, Trust Advisor, Account Executive, External Wholesaler, Investment Management Sales, Investment Sales, Series 7, Series 63, Series 65, Series 66, CFP, CIMA