Regional Vice President of Sales (California/Nevada) | New York, NY, USA

Fisher Investments; Buxton (ND); Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a Regional Vice President of Sales to drive growth in the California/Nevada region. This role offers a unique opportunity to engage with high-net-worth clients and present tailored wealth management solutions. With a focus on sales and client relationships, you will benefit from a supportive infrastructure that includes training and resources. The position promises uncapped performance-based compensation, with the potential to achieve significant earnings within a dynamic and inclusive environment. Join a firm dedicated to bettering the investment universe and making a meaningful impact.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

Paid Primary Caregiver Leave

Fertility and family forming assistance

Backup care programs

Qualifications

• 5+ years of experience in financial services is required.
• FINRA licenses preferred for this role.

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference.
• Educate clients on wealth management solutions.

Skills

Sales Techniques

Financial Services Knowledge

Client Engagement

Communication Skills

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

Regional Vice President of Sales (California/Nevada)

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage 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 Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will ensure you have the training and resources to succeed. You will also be supported by sales support, client services, marketing, research, and more.

The California/Nevada Region includes the following states: California (San Francisco, Los Angeles, San Diego), and Nevada (Las Vegas).

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 Fisher Investment's offerings
• Participate 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; includes a percentage of estimated first year's management fees plus trailers for new business closed
• Uncapped performance-based compensation with the potential for a 7-figure income; average earnings typically reach mid to high 6 figures within 2 years

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We pride ourselves on our inclusive culture, our learning and development framework tailored for every employee, and our Great Place to Work Certification. We invest in our people by offering exceptional benefits such as:

• 100% paid medical, dental, and vision premiums for you and 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 backup child, adult, and elder care

Fisher Investments is an equal opportunity employer.