Vice President of Sales – Wealth Management

Fisher Investments; Grand Prairie (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking passionate financial professionals for a sales-focused role. This opportunity emphasizes client engagement without cold calling, supported by a dedicated team. You will educate prospects on investment strategies and financial solutions while benefiting from a robust training program. With a commitment to employee development and an inclusive culture, this firm offers exceptional benefits, including fully covered medical premiums and generous PTO. If you're driven to succeed in a rewarding environment, this position is tailored for you.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO

Paid Primary Caregiver Leave

$10,000 fertility assistance

Back-up care programs

Qualifications

• 2+ years experience in financial services required.
• FINRA licenses preferred for this sales role.

Responsibilities

• Engage with prospective clients to assess financial needs.
• Provide tailored investment solutions and educate clients.

Skills

Sales Techniques

Financial Services Knowledge

Client Education

Persuasion Skills

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective clients

• Review prospects' personal financial situation and provide solutions

• Educate prospective clients on the competitive landscape

• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ yearsexperience 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

• Success persuading and educating prospects

Compensation:

• This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four 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
• 20 days of PTO, plus 10 paid holidays
• 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