Private Client Director

July 1

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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 New Zealand high-net-worth wholesale clients. • Qualified lead flow is provided with no need for cold calling. • You will present FIA's wealth management solutions to high-net-worth investors with NZD 1M 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. • Educate prospective clients on FIA's offerings.

🎯 Requirements

• 5+ years experience selling financial services or investment products directly to high-net-worth investors • Clean record with regulatory authorities • Multi-year track record of success acquiring high-net-worth private wholesale clients • Experience in high-volume phone-based sales 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 • Kiwi Saver Contributions • 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 event • *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.