Regional Vice President of Sales – Ohio Valley

Emploi pas sur LinkedIn

🕒 il y a 3 jours

🏈 Ohio, Pennsylvania, +2 états de plus – Distant

🏈 Ohio – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote ⛰️ West Virginia – Remote

💵 $175 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Fisher Investments

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1979

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round en 2024-06

Finance • Fintech • B2C

Fisher Investments est un conseiller en investissement de renommée mondiale qui offre des services de gestion de patrimoine personnalisés aux particuliers, aux familles et aux institutions. Fondée en 1979, l'entreprise se concentre sur la création de portefeuilles d'investissement sur mesure conçus pour aider les clients à atteindre leurs objectifs financiers. Avec une approche centrée sur le client et une obligation fiduciaire, Fisher Investments offre également des services d'investissement institutionnel et des solutions 401(k) pour les entreprises, ce qui en fait l'un des plus grands conseillers en investissement du pays pour les petites et moyennes entreprises.

Description

• Present Fisher Investments wealth management solutions to high-net-worth prospects • 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 Fisher Investments' offerings • Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management • Meet prospects face-to-face or virtually in the local territory • Manage the territory and business remotely • Report to the Director of Sales and work with sales support, client services, marketing, and research teams

🎯 Exigences

• 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 • Ability to meet prospects face-to-face or virtually in the local territory • Territory includes Ohio, West Virginia, and Pittsburgh, Pennsylvania • Ability to work from a home office and manage the business remotely

🏖️ Avantages

• 100% paid medical, dental and vision premiums for you and your qualifying dependents • A 50% 401(k) match, up to the IRS maximum • 8 week Paid Primary Caregiver Leave • $10,000 fertility, family forming, and hormonal health assistance • Back-up child, adult, and elder care • Inclusive culture • Learning and development framework customized for every employee • Great Place to Work Certification • Uncapped earning potential • Base pay starts at $175,000 before transitioning to a fully commissioned role by the start of year 3