Vice President of Sales – Wealth Management

Fisher Investments; Garland (TX); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player is looking for a dedicated Vice President of Sales in Wealth Management. This exciting role offers the chance to work with qualified leads and no cold calling, allowing you to focus on delivering tailored financial solutions. With a commitment to client success and a supportive culture, you'll enjoy well-defined promotion opportunities and a competitive compensation structure. Join a firm recognized for its inclusive environment and dedication to employee development, where your contributions will make a significant impact in enhancing the investment universe.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO

10 paid holidays

Family support programs

Qualifications

• 2+ years of experience in financial services required.
• Proven track record in driving sales results and client engagement.

Responsibilities

• Represent the firm to prospective clients and assess their financial needs.
• Educate clients on financial products and the competitive landscape.

Skills

Sales Techniques

Financial Services Knowledge

Persuasion Skills

Education

FINRA Series 65

Series 7 and 66

Job description

Vice President of Sales – Wealth Management

Join us to apply for the Vice President of Sales – Wealth Management role at Fisher Investments.

Overview

We are seeking a dedicated sales professional to join our team. This role offers well-defined promotion opportunities, qualified leads, and no cold calling. Be part of a globally recognized investment firm committed to putting clients first and improving the investment universe.

Responsibilities

• Represent Fisher Investments to prospective clients as their voice.
• Assess prospects' financial situations and provide tailored solutions.
• Educate prospects about the competitive landscape.
• Engage in ongoing training on advanced sales techniques, finance, capital markets, and portfolio management.
• This position is phone-based and virtual, with no travel required.

Qualifications

• At least 2 years of experience in financial services.
• FINRA Series 65 or a combination of Series 7 and 66 preferred.
• Proven success in driving results and persuading prospects.

Compensation

This role offers uncapped performance-based pay, with average earnings reaching mid-six figures within 3-4 years.

Why Join Fisher Investments?

We are committed to a greater purpose: enhancing the investment universe. Our inclusive culture, personalized learning and development programs, and recognition as a Great Place to Work reflect our dedication to our employees. Benefits include:

• 100% paid medical, dental, and vision premiums for employees and dependents.
• 50% 401(k) match up to IRS limits.
• 20 days of PTO plus 10 paid holidays.
• Family support programs, including Paid Primary Caregiver Leave, fertility and family forming assistance, and elder care support.

Fisher Investments is an Equal Opportunity Employer.