Regional Vice President of Sales – Upper Midwest

Responsibilities

• Present Fisher Investments wealth management solutions to high-net-worth prospects
• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Requirements

• 5+ 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
• Experience in high-volume phone activity and in-person meetings

Core Competencies

Demonstrates expertise in wealth management solutions and advanced phone sales techniques, with a strong focus on client engagement and financial evaluation. Proven ability to convert high-net-worth prospects into clients through effective communication and education on investment offerings.