Private Client Director

July 4

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Fisher Investments

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Finance • Fintech • B2C

Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.

1001 - 5000 employees

Founded 1979

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round on 2024-06

📋 Description

• Calling all wealth advisors looking for a role 100% focused on business development! • As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. • Qualified lead flow is provided with no need for cold calling. • Manage your business remotely from your home, covering a local territory within driving distance. • Present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest. • You will report to FIA’s General Manager, who will ensure you have the resources you need to succeed. • You will be supported by Fisher Investment’s global dedicated teams, including groups supporting marketing and portfolio management. • Contact leads generated by FIA’s marketing group. • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions. • Educate prospective clients on the variety of FIA's offerings. • Help qualified wholesale investors become FIA clients.

🎯 Requirements

• 5+ years experience selling financial services to private investors qualifying as wholesale clients • Clean record with ASIC and APRA • Multi-year track record of success acquiring high-net-worth private wholesale clients • Experience in high-volume phone activity and in-person meetings

🏖️ Benefits

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base • 20 days of annual leave, in addition to 10 paid holidays • Employee Assistance Program and other emotional wellbeing services • $10,000* fertility, hormonal health and family-forming benefit • A collaborative working environment that practises ongoing training, educational support and employee appreciation events • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.