Talent.com
Vice President of Sales Wealth Management
Vice President of Sales Wealth ManagementFisher Investments • Colleyville, TX, United States
Vice President of Sales Wealth Management

Vice President of Sales Wealth Management

Fisher Investments • Colleyville, TX, United States
6 hours ago
Job type
  • Full-time
Job description

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity :

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day :

Be the voice of Fisher Investments to prospective clients

Review prospects' personal financial situation and provide solutions

Educate prospective clients on the competitive landscape

Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications :

2+ 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

Success persuading and educating prospects

Compensation :

  • This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four 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

    Create a job alert for this search

    Vice President Of Sales • Colleyville, TX, United States

    Related jobs
    Wealth Management Consultant

    Wealth Management Consultant

    Fisher Investments • Seagoville, TX, United States
    Full-time
    Stop searching for clients! Join our esteemed firm as a Wealth Management Consultant and connect with a dedicated roster of high-net-worth individuals. Since 1995, Fisher Investments has pioneered a...Show more
    Last updated: 4 days ago • Promoted
    Vice President, Sourcing & Vendor Management Analyst

    Vice President, Sourcing & Vendor Management Analyst

    Confidential • Fort Worth, TX, US
    Full-time
    Take charge as a Vice President and transform vendor strategies while inspiring teams to achieve excellence! Qualifications : - 10 years of experience - strong executive presence - excellent communi...Show more
    Last updated: 11 hours ago • Promoted • New!
    Vice President - Portfolio and MSR Analytics

    Vice President - Portfolio and MSR Analytics

    Selene Finance LP • Dallas, TX, United States
    Full-time
    Vice President - Portfolio and MSR Analytics.Vice President - Portfolio and MSR Analytics.Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a l...Show more
    Last updated: 10 days ago • Promoted
    J.P. Morgan Wealth Management - Vice President, Lending Specialist

    J.P. Morgan Wealth Management - Vice President, Lending Specialist

    JPMorgan Chase • Plano, TX, US
    Full-time
    Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.Morgan Advisors, Persona...Show more
    Last updated: 12 days ago • Promoted
    Vice President, Sourcing & Vendor Management Analyst

    Vice President, Sourcing & Vendor Management Analyst

    Jooble • Fort Worth, TX, US
    Full-time
    Take charge as a Vice President and transform vendor strategies while inspiring teams to achieve excellence! Qualifications : - 10 years of experience - strong executive presence - excellent communi...Show more
    Last updated: 3 hours ago • Promoted • New!
    Vice President of Sales

    Vice President of Sales

    Crunch Fitness • Dallas, TX, US
    Full-time
    Here We GROW Again! CR Fitness is one of the fastest-growing Crunch Fitness franchise groups, with over 85+ locations and aggressive plans to expand across multiple markets.Our mission is to transf...Show more
    Last updated: 30+ days ago • Promoted
    Regional Wealth Director

    Regional Wealth Director

    Grimes & Company • Arlington, TX, United States
    Full-time
    Be among the first 25 applicants.Established Registered Investment Advisory firm seeking a Regional Wealth Director to join our growing team. The Regional Wealth Director will be assigned branches w...Show more
    Last updated: 10 days ago • Promoted
    Market President Fort Worth

    Market President Fort Worth

    Busey Bank • Fort Worth, TX, United States
    Full-time
    The Market President will provide leadership and direction, guiding Commercial, Wealth Management and Treasury Management activities in accordance with Busey's strategic goals and objectives.The Ma...Show more
    Last updated: 30+ days ago • Promoted
    Vice President - Portfolio and MSR Analytics

    Vice President - Portfolio and MSR Analytics

    Selene Finance LP. • Dallas, TX, United States
    Full-time
    Vice President - Portfolio and MSR Analytics page is loaded## Vice President - Portfolio and MSR Analyticsremote type : Hybridlocations : Dallas, TXtime type : Full timeposted on : Posted 3 Day...Show more
    Last updated: 28 days ago • Promoted
    Vice President - Worldwide Enterprise Sales (Sales Division)

    Vice President - Worldwide Enterprise Sales (Sales Division)

    Semrush Inc • Dallas, TX, United States
    Full-time
    Are you ready to be part of something big? We're hiring for the Vice President - Worldwide Enterprise Sales (Sales Division) on our Sales Team!. In this role, you'll engage with key decision-makers,...Show more
    Last updated: 30+ days ago • Promoted
    VP, Asset Management

    VP, Asset Management

    Real Estate Talent Solutions, Inc. • Dallas, TX, United States
    Full-time
    RETS Associates, on behalf of our client, is seeking a.Vice President of Asset Management.The VP will drive the overall performance of a regional portfolio of institutional quality assets (industri...Show more
    Last updated: 12 days ago • Promoted
    Wealth Management Advisor

    Wealth Management Advisor

    Fisher Investments • Lewisville, TX, United States
    Full-time
    Join our renowned firm as a Wealth Management Advisor, where you will inherit a roster of high-net-worth clients and stop prospecting. Since 1995, Fisher Investments has been dedicated to enhancing ...Show more
    Last updated: 5 days ago • Promoted
    Vice President, Sales Development

    Vice President, Sales Development

    Soleo Health • Frisco, TX, US
    Full-time
    Vice President Sales Development.Soleo Health is seeking a Vice President Sales Development to support our long-term growth by shaping sales strategy, developing top talent, and helping guide our o...Show more
    Last updated: 12 hours ago • Promoted • New!
    Vice President Asset Management

    Vice President Asset Management

    RETS Associates • Dallas, TX, United States
    Full-time
    RETS Associates on behalf of our client, a REIT focused on the acquisition, development, ownership and operation of industrial properties, is seeking a. Vice President of Asset Management.The VP wil...Show more
    Last updated: 12 days ago • Promoted
    Wealth Management Coach and Consultant- National Branch Region

    Wealth Management Coach and Consultant- National Branch Region

    Texas Staffing • Roanoke, TX, US
    Full-time
    Wealth Management Coach & Consultant.In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career.Here,...Show more
    Last updated: 2 days ago • Promoted
    Vice President of Sales

    Vice President of Sales

    Korn Ferry • Dallas, TX, United States
    Full-time
    Vice President of Sales – Real Estate Invest Firm (Dallas, TX).Our client is a leading capital markets division within a vertically integrated residential real estate enterprise headquartered in Da...Show more
    Last updated: 6 days ago • Promoted
    Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    Charles Schwab • Westlake, TX, United States
    Full-time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show more
    Last updated: 5 hours ago • Promoted • New!
    J.P. Morgan Wealth Management - Vice President, Lending Specialist

    J.P. Morgan Wealth Management - Vice President, Lending Specialist

    Veterans Staffing • Dallas, TX, US
    Full-time
    Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.Morgan Advisors, Persona...Show more
    Last updated: 2 days ago • Promoted