Regional Vice President of Sales (Ohio/Kentucky) | New York, NY, USA

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

Job summary

Fisher Investments is seeking a Regional Vice President of Sales to manage a territory and engage high-net-worth clients. This role offers a base salary of $100,000+, uncapped commission potential, and extensive support from various departments. The ideal candidate will have significant experience in financial services and a strong sales background.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match up to IRS maximum

8-week 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 in high-volume phone activity and in-person meetings.

Responsibilities

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

Skills

Sales

Client Engagement

Financial Services

Education

FINRA Series 65 or Series 7 and 66

Job description

Regional Vice President of Sales (Ohio/Kentucky)

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 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 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 for success. You will also be supported by sales support, client services, marketing, research, and more.

The Ohio/Kentucky Region includes the states of Kentucky, Indiana, Michigan, and Ohio.

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

Compensation:

• Commission/variable pay structure - $100,000+ 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 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, personalized learning and development programs, and our Great Place to Work Certification. We invest in our people by offering exceptional benefits:

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents
• 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.

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