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Vice President of Sales - Wealth Management (CHARLOTTE)

Fisher Investments · Charlotte, NC, USA ·

Job type:
Full Time

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.Increase your chances of an interview by reading the following overview of this role before making an application.The Opportunity:Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The South Atlantic Region includes the following states: Tennessee, North Carolina, and South Carolina. The Day-to-Day:Convert prospects to clients by showcasing the Fisher differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective clients on the variety of Fisher Investment's offeringsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementHome office position with the expectation to meet prospects face-to-face or virtually in your local territoryYour Qualifications:5+ years experience working in financial servicesFINRA Series 65 or a combination of FINRA Series 7 and 66 preferredMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensation:This is a commission-first position with uncapped earning potential. Base pay starts at $100,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.Why Fisher Investments:We work for a bigger purpose: bettering the investment universe. xhyhwjd We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximumFamily 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER