Regional Vice President of Sales – South Atlantic

🕒 il y a 5 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Fisher Investments

Fisher Investments

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 • Report to the Director of Sales who will provide training and resources for success • Engage with high-net-worth prospects to evaluate their 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

🎯 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

🏖️ Avantages

• 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

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