Regional Vice President of Sales

Fisher Investments; Cleveland (OH); Remote; USD 100,000 - 125,000; Full time

Job summary

A large global investment firm in Cleveland is seeking a Regional Vice President of Sales to manage a local territory involved in presenting wealth management solutions to high-net-worth clients. With no cold calling required and support from various teams, the ideal candidate will have over 5 years of financial services experience and a strong track record. This role offers uncapped, performance-based compensation with average earnings reaching the mid to high six figures.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match

Paid Primary Caregiver Leave

Qualifications

• 5+ years experience working in financial services.
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred.
• Multi-year track record of success driving results.
• Experience in high-volume phone activity and in-person meetings.

Responsibilities

• Present wealth management solutions to high-net-worth prospects.
• Convert prospects to clients by showcasing the firm difference.
• Engage with prospects to evaluate their financial situation.
• Educate clients on the variety of investment offerings.
• Participate in ongoing training in phone sales and finance.

Skills

5+ years experience working in financial services

FINRA Series 65 or Series 7 and 66

Track record of success driving results

High-volume phone activity

In-person meetings

Job description

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity :

Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. Positions are available in several territories and states across the country.

The Day-to-Day :

Convert prospects to clients by showcasing the Fisher difference

Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions

Educate prospective clients on the variety of Fisher Investments offerings

Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications :

5+ years experience working in financial services

FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred

Multi-year track record of success driving results

Experience in high-volume phone activity and in-person meetings

Compensation :

Commission / variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed

This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years

Why Fisher Investments :

We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER