Regional VP, Wealth Management Sales (Remote)

Fisher Investments; New York (NY); Remote; USD 180,000 - 350,000; Full time

Benefits offered by this job

Full health coverage

401(k) with 50% match up to IRS max

Job summary

Fisher Investments is seeking a Regional Vice President of Sales to cover a defined U.S. territory from a home office while driving new client acquisition among high-net-worth prospects.

The role includes robust training, access to marketing and research support, and collaboration with a broad team across sales, client services, and operations. Qualified candidates will have a strong track record in financial services, FINRA licensing (65 or 7/66 preferred), and a history of meeting or exceeding

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

• 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 Investment's 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

Skills

Financial services

FINRA Series 65

Series 7/66

Sales track record

High-volume phone sales

In-person meetings

Job description

Fisher Investments is seeking a Regional Vice President of Sales to cover a defined U.S. territory from a home office while driving new client acquisition among high-net-worth prospects.

The role includes robust training, access to marketing and research support, and collaboration with a broad team across sales, client services, and operations. Qualified candidates will have a strong track record in financial services, FINRA licensing (65 or 7/66 preferred), and a history of meeting or exceeding