Are you a financial professional that enjoys growing business from existing clients and referrals? As a Client Development Financial Services VP with Fisher Investments, you will provide holistic financial planning and portfolio analysis services. Bring your client focus and industry knowledge to our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.
The Opportunity:
Help our clients reach their financial goals without having to manage client retention, lead generation, trading or investment research. You will be supported by an internal Team Leader who will make sure you have the resources you need to be successful and report up to Group Vice President of Client Development. Dedicated sales and service support, marketing, operations and more will support you.
Locations: Plano, TX., and Tampa, FL. (This is not a remote position)
This role offers uncapped performance-based compensation.
The Day-to-Day:
Call current clients who have liquid assets outside Fisher Investment’s management
Generate referrals
Meet with current/former clients/referrals by telephone and in-person
Convey and present firm’s investment management strategies
Obtain documentation needed to add accounts
Your Qualifications:
5+ years in client-facing or production based roles
FINRA Series 65 preferred (required within 60 days of hire)
Understanding of capital markets and investment products
Experience growing business through referrals
Experience in high-volume phone activity and in-person meetings
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. 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 dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Options Apply for this job onlineApply Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Interested in this opportunity? Application FAQsSoftware Powered by iCIMS
www.icims.com