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 onsite position is 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+ 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
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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Financial Services Vice President of Sales
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. You will be supported by a dedicated team that provides sales support, client service, marketing, ...
Vice President of Project Finance
A company is looking for a Vice President of Project Finance to lead financial partnerships and structuring of renewable transactions. ...
Financial Representative Trainee (Sales) - Dallas, TX
Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. Knowledge of the Insurance/Financial Services industry, products and marketing practices. Not only is this a core value, b...
Cloud Sales Director - Financial Services
Minimum of 8 years originating and closing deals in the professional services space in one or more of the following areas: Technology Modernization, Cloud enablement migration and modernization and Public Cloud managed services. Our Cloud First group of more than 70,000 cloud professionals delivers ...
Vice President of Sales - IT Consulting to Financial clients
Head of Sales (IT Consulting & Solutions Sales). The Head of Sales will develop and execute strategies to expand the customer base and achieve aggressive sales targets. Our client is a fast-growing technology firm providing IT consulting and solutions to varied industries ranging from capital market...
Vice President of Construction - TX
Develop and manage the procurement strategy of new projects or clients identified through analysis of existing and future gaps. Assist with creating and expanding Royal’s footprint by driving increased profit to achieve Royal’s growth objective through strategic planning, including development of an...
President – Industrial HVAC Services Company
The President will oversee the national expansion and strategic vision of this fast-growing Industrial HVAC company, managing service delivery, customer satisfaction, and operational excellence. The President will play a key part in shaping the future of a high-potential player in the national indus...
Vice President of Operations - Gas Distribution
The Vice President of Operations will lead and oversee all operational aspects of NorthStar Energy Solutions, LLC's Gas Distribution division. As a Quanta Services employee, you'll be offered a wide range of benefits to fit your needs. NYSE:PWR) company, is headquartered in Grand Prairie, TX and ope...
Vice President, Retirement Plan Services
Working knowledge of Microsoft Office suite of products. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-spo...
Full Stack Senior/Lead Java Developer(Financial Domain)-Vice President
Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Resolve variety of high impact problems/projects through in-depth evaluation of complex business processes, system processes, and industry standards. Develop comprehens...