12 jobs for "Global Finance and Business Management - Client Reporting-Financial Analysis- Executive Director"

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a 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 Investments 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.

The Lower Midwest Region includes the following states: Kansas, Missouri, Oklahoma, and Arkansas.

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:

This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.

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

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001 - 10,000 employees
Industry: Financial Services

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