Southeast Regional Wealth Sales Executive

Fisher Investments; United States; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

Family Support programs including paid caregiver leave

Job summary

Fisher Investments is seeking a Regional Vice President of Sales to focus on high-net-worth prospects in the Southeast Region. You will present our wealth management solutions, supported by a dedicated sales team.

The role offers a commission-first compensation structure with base pay starting at $100,000. Exceptional benefits include fully paid medical premiums and a 50% 401(k) match.

Qualifications

• 5+ years experience working in financial services.
• Preferred FINRA Series 65 or a combination of Series 7 and 66.
• Proven success in driving results.

Responsibilities

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

Skills

Financial services experience

Sales techniques

High-volume phone activity

In-person meeting experience

Education

FINRA Series 65 or FINRA Series 7 and 66

Job description

Fisher Investments is seeking a Regional Vice President of Sales to focus on high-net-worth prospects in the Southeast Region. You will present our wealth management solutions, supported by a dedicated sales team.

The role offers a commission-first compensation structure with base pay starting at $100,000. Exceptional benefits include fully paid medical premiums and a 50% 401(k) match.