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.
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
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 Camas, WA.
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 :
- 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 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
J-18808-Ljbffr
Vice President of Product Management
A company is looking for a VP of Product Management to lead their product management function and drive customer value. ...
J.P. Morgan Wealth Management- Vice President, Private Wealth Planner
Morgan offers a pathway to Wealth Management through comprehensive, expert planning. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within. The successful candidate will have knowledge of and experience i...
Vice President of Global Customer Support
A company is looking for a Vice President of Global Customer Support. ...
Vice President of Sales
As the new VP of Sales, you will manage and grow a strong sales team of 6 AEs and 11 BDRs split between India and the US. Experience managing teams of ~20 people. Professional development allowance (to get certified, do online courses related to your domain, publish articles in international journal...
Vice President of Data Operations
A company is looking for a VP, Data and Analytics Operations to oversee team operations and serve as Chief of Staff to the Chief Data Officer. ...
Vice President, Commercial Partnership Sales
As our Vice President of Commercial Partnership Sales, you will lead the partnership sales team, driving revenue growth through the development of strategic partnerships and sponsorships. Collaborate with the Commercial Partnership Leadership team, including the Senior Vice President of Partnership,...
Vice President of Purchasing
Summary of Role: Responsible for overseeing procurement activities within the organization, ensuring efficient acquisition of necessary products and services at optimal costs. Our benefits include medical, dental, vision, AD&D, life insurance, 401(k) with company match, wellness programs, generous p...
Director of Sales - Hospice Sales Management REQUIRED
Hospice Sales Management REQUIRED. Full Spectrum Search Group is a full-service healthcare recruiting agency specializing in long-term care leadership, C-level executives, and healthcare administrators. At Full Spectrum, our team of healthcare recruiters is dedicated to bringing exceptional operator...
Director of Sales - Hospice Sales Management REQUIRED
As a part of the Sanford Rose Associates International network of offices, our clients receive the personalized attention of a boutique search firm supported by the resources of the 9th largest executive search firm in the US. With over 29 years of collective experience, Full Spectrum has built mana...
Wealth Management Client Associate
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Identifies, deepens, and maintains c...