Talent.com
Vice President of Sales - Wealth Management
Vice President of Sales - Wealth ManagementFisher Investments • Houston, TX, US
Vice President of Sales - Wealth Management

Vice President of Sales - Wealth Management

Fisher Investments • Houston, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

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 Central Gulf Region includes the following states : Texas and Louisiana.

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

    serp_jobs.job_alerts.create_a_job

    Vice President Of Sales • Houston, TX, US

    Job_description.internal_linking.related_jobs
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Texas City, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Retail Sales Associate

    Retail Sales Associate

    Verizon • Mont Belvieu, TX, United States
    serp_jobs.job_card.full_time +1
    A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Vice President of Sales

    Vice President of Sales

    Asteris Lending LLC • Houston, TX, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Asteris Lending is a direct private lender for Real Estate Investments.We pride ourselves on our rapid growth, innovation, and the ability to provide exceptional service. Our focus is on business-pu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Director Honors College

    Director Honors College

    Lone Star College • Tomball, TX, United States
    serp_jobs.job_card.full_time +1
    This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sales Account Representative

    Sales Account Representative

    Alleviation Enterprise LLC • Dayton, TX, US
    serp_jobs.job_card.full_time
    We're growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! While prior experience in sales or leadership is a plus, it's...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Vice President of Sales - Financial Services

    Vice President of Sales - Financial Services

    Fisher Investments • Houston, TX, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP of Sales - Remote

    VP of Sales - Remote

    TradeJobsWorkForce • 77023 Houston, TX, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    VP of Sales Remote Job Duties : • Build, lead and manage a top-flight sales team : • Ensure “A”- leve...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Vice President, DDRC Sales & Client Onboarding

    Vice President, DDRC Sales & Client Onboarding

    American Arbitration Association Inc. • Houston, TX, US
    serp_jobs.job_card.full_time
    The Vice President, DDRC Sales & Client Onboarding will drive growth and adoption of the American Arbitration Association’s (AAA) groundbreaking Digital Dispute Resolution platform (DDRC), an AI-na...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Licensed Child Therapist (LPC, LCSW)- Outpatient

    Licensed Child Therapist (LPC, LCSW)- Outpatient

    LifeStance Health • Thompsons, TX, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Military Intelligence

    Military Intelligence

    Navy • Fairchilds, TX, United States
    serp_jobs.job_card.full_time
    ABOUT Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America’s Navy. Information Professionals who oversee the seamless opera...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Sales & Marketing

    Director of Sales & Marketing

    Dalwadi Hospitality Management • Katy, TX, US
    serp_jobs.job_card.full_time
    To oversee and manage direct sales efforts to ensure maximum revenue, promotional coverage and marketing opportunities are achieved. The Director of Sales should work closely with revenue management...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Vice President of Sales

    Vice President of Sales

    Michael Page • Houston, TX, US
    serp_jobs.job_card.full_time
    This organization operates in the multifamily new construction industry and is recognized for its innovative solutions and commitment to excellence. As a large-sized company, it offers a collaborati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Vice President Culture+People

    Sr. Vice President Culture+People

    The Howard Hughes Corporation • The Woodlands, TX, United States
    serp_jobs.job_card.full_time
    Dedicated to innovative placemaking, Howard Hughes Communities is the real estate platform of Howard Hughes Holdings Inc. NYSE : HHH) and is recognized for its ongoing commitment to design excellence...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Vice President, Retirement Sales (South Texas Territory)

    Regional Vice President, Retirement Sales (South Texas Territory)

    Ascensus • Houston, TX, US
    serp_jobs.job_card.full_time
    The Regional Vice President's primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I / O Firms. This is accomplished through ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Sales

    Director of Sales

    Dalwadi Hospitality Management • Dayton, TX, US
    serp_jobs.job_card.full_time
    At Dalwadi Hospitality, we're more than just hotelswe're connectors, deal-makers, and hospitality trailblazers.With a growing portfolio across world-class brands like Marriott, IHG, and Choice, we ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP of Sales - New Business (Houston, TX) Hybrid

    VP of Sales - New Business (Houston, TX) Hybrid

    Cigna • Houston, TX, US
    serp_jobs.job_card.full_time
    The New Business Sales Manager will be responsible for the execution of a local market sales strategy for our Under 500 Buyer Group, consistent with Cigna's overall value proposition that achieves ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Territory Sales Specialist

    Territory Sales Specialist

    Syneos Health / inVentiv Health Commercial LLC • Tomball, TX, United States
    serp_jobs.job_card.full_time
    The Territory Sales Specialist (TSS) will meet and or exceed sales performance objectives in an assigned territory by developing, implementing, and executing an integrated territory business plan e...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RN Executive Director - Home Health

    RN Executive Director - Home Health

    Doctor's Choice Home Care & Hospice Texas • La Marque, TX, United States
    serp_jobs.job_card.full_time
    Summary of Essential Functions for the Position : .Responsible for the conduct of the agency / region and assumes all responsibility for adopting, implementing, enforcing, and monitoring adherence to c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted