Vice President of Sales – Wealth Management

RemoteWorker US; Cleveland (OH); Remote; USD 100,000 - 150,000; Full time

Job summary

A leading global investment firm seeks a Vice President of Sales – Wealth Management. In this role, you'll engage with high-net-worth clients, converting prospects to clients and educate them on wealth management solutions. You will receive support in sales training and resources from a well-established team, aiming for high earnings potential through commission-based pay.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match

Family Support programs

Qualifications

• 5+ years experience working in financial services.
• 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.
• Participate in ongoing training in advanced phone sales techniques.

Skills

Sales

Financial Services

Client Engagement

Phone Sales

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

Vice President of Sales – Wealth Management

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Vice President of Sales – Wealth Management

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Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a local 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 make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. Positions are available in several territories and states across the country.

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 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
  
  

Your 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
  
  

Compensation

• Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed
• This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
  
  

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Staffing and Recruiting

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