Northeast Regional VP, Wealth Sales (Remote)

Fisher Investments; Gunnison (CO); Remote; USD 158,000 - 193,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Family support programs

Paid caregiver leave

Fertility assistance

Job summary

Fisher Investments is seeking a Regional Vice President of Sales to cover a territory within driving distance while handling remote responsibilities. Qualified lead flow will be provided and no cold calling is required.

You will report to the Director of Sales and work with sales support, client services, marketing, and research. The Northeast region is listed in the job description and travel within the territory is expected.

Qualifications

• 5+ years in financial services.
• FINRA Series 65 or 7/66 preferred.
• Experience in high-volume phone activity and in-person meetings.

Responsibilities

• Convert prospects to clients by showcasing Fisher Investments' differentiation.
• Engage with high-net-worth prospects to assess financial situations and provide solutions.
• Educate prospective clients on Fisher Investments offerings.
• Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management.

Skills

Sales experience

Phone sales

Client engagement

Education

FINRA Series 65

FINRA Series 7+66

Job description

Fisher Investments is seeking a Regional Vice President of Sales to cover a territory within driving distance while handling remote responsibilities. Qualified lead flow will be provided and no cold calling is required.

You will report to the Director of Sales and work with sales support, client services, marketing, and research. The Northeast region is listed in the job description and travel within the territory is expected.