Fisher Investments
1001 - 5000 employees
Founded 1979
💸 Finance
💳 Fintech
👥 B2C
💰 Private Equity Round on 2024-06
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.
Regional Vice President of Sales – Great Lakes
🕒 July 7
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Fisher Investments
1001 - 5000 employees
Founded 1979
💸 Finance
💳 Fintech
👥 B2C
💰 Private Equity Round on 2024-06
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.
📋 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 the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
🎯 Requirements
• 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
🏖️ Benefits
• 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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