Fisher Investments
Job title:
Client Development Financial Services VP
Company
Fisher Investments
Job description
OverviewAre you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Plano, TX or Tampa, FL.The Day-to-Day:Evaluate opportunities to consolidate a client’s outside assets with Fisher InvestmentsReview personal financial situations and provide solutionsCultivate referrals by providing exceptional serviceConduct meetings with prospects and clients virtually and in-personConvey and present our firm’s investment management strategiesYour Qualifications:5+ years’ experience in client-facing or production-based roles in Financial ServicesFINRA Series 65 preferred (required within 60 days of hire)Understanding of capital markets and investment productsMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensation:
- This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
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
- 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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Expected salary
Location
Plano, TX
Job date
Sun, 12 Jan 2025 08:59:04 GMT
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