Wealth Management

Job Summary:

This role focuses 100% on sales with no cold calling, as all leads are provided. Join a privately-held, multi-billion-dollar investment firm dedicated to putting clients first and improving the investment universe. You will be supported by a dedicated team handling sales support, client service, marketing, and research.

Responsibilities:

• Engage with prospective clients and serve as the voice of the firm.
• Analyze prospects' financial situations and provide tailored solutions.
• Educate potential clients on the competitive financial landscape.
• Participate in ongoing training in phone sales techniques, finance, capital markets, and portfolio management.
• Conduct phone-based or virtual sales interactions, with no travel required.

Qualifications and Experience:

• Minimum of 2 years of experience in financial services.
• FINRA Series 65 preferred, or a combination of FINRA Series 7 and 66.
• Proven track record of success in driving results.
• Ability to persuade and educate prospective clients effectively.

Benefits:

• Uncapped performance-based compensation with potential to reach mid-six figures within three to four years.
• 100% paid medical, dental, and vision premiums for employees and qualified dependents.
• 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 and $10,000 for fertility, family planning, and hormonal health assistance.
• Backup child, adult, and elder care support.

About Company:

Fisher Investments is a privately-held, multi-billion-dollar global investment firm committed to bettering the investment universe. The firm values an inclusive culture, continuous learning and development, and a supportive work environment. Fisher Investments is a Great Place to Work-certified organization.