Regional Vice President of Sales (Southeast) | New York, NY, USA

Fisher Investments; Buxton (ND); Remote; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic and inclusive investment firm as a Regional Vice President of Sales, where your focus will be entirely on sales without the hassle of cold calling. You will engage with high-net-worth prospects, evaluate their financial situations, and present tailored solutions. With a strong emphasis on training and support, this role offers the potential for uncapped earnings and a rewarding career path. Enjoy comprehensive benefits, including fully covered medical, dental, and vision premiums, and a supportive company culture dedicated to bettering the investment universe.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

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 required.
• Proven success in driving results in sales.

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference.
• Educate prospects on Fisher Investment's offerings.

Skills

Sales Techniques

Financial Services Knowledge

Client Engagement

Prospect Evaluation

Education

FINRA Series 65

Series 7 and 66

Job description

Regional Vice President of Sales (Southeast)

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 Southeast Region includes the states of Maryland, Washington DC, West Virginia, Virginia, North Carolina, and South Carolina.

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 prospects on Fisher Investment's offerings
• Participate in ongoing training in sales techniques, finance, capital markets, and portfolio management
• This is a home office position with expectations 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 success in driving results
• Experience with high-volume phone activity and in-person meetings

Compensation:

• Commission/variable pay position - $100,000 - $0 base salary with a gradual step down; includes a percentage of estimated first-year management fees and trailers for new business
• 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 are committed to a purpose: bettering the investment universe. We pride ourselves on our inclusive culture, personalized learning and development, and recognition as a Great Place to Work. We invest in our people with benefits such as:

• 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.