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

Fisher Investments; Traverse City (MI); Remote; USD 100,000 - 150,000; Full time

Job summary

A leading global investment firm is seeking a Regional Vice President of Sales to manage a territory and drive sales. This role involves engaging high-net-worth clients, converting prospects, and participating in ongoing training. With a commission-based compensation structure, there is significant earning potential, supported by a strong company culture and exceptional benefits.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match up to IRS maximum

Paid Primary Caregiver Leave

Fertility and family forming assistance

Hormonal health support

Backup care for children, adults, and elders

Qualifications

• 5+ years of experience in financial services.
• Proven track record of success in driving results.
• Experience with high-volume phone activity and in-person meetings.

Responsibilities

• Convert prospects to clients by showcasing Fisher's offerings.
• Engage with high-net-worth prospects to evaluate financial situations.
• Educate prospective clients on Fisher Investment's solutions.

Skills

Sales

Financial Services

Client Engagement

Communication

Negotiation

Education

FINRA Series 65

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 provide training and resources to support your success. 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 financial situations 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
• This is a home office position with the expectation to meet prospects face-to-face or virtually within your local territory

Your Qualifications:

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

Compensation:

• Commission/variable pay based position - $100,000 - $0 base salary 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, tailored learning and development programs, 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 employees and dependents
• A 50% 401(k) match up to the IRS maximum
• Family support programs including 8-week Paid Primary Caregiver Leave, fertility and family forming assistance, hormonal health support, and backup care for children, adults, and elders

Fisher Investments is an equal opportunity employer.