Fisher Investments

Sales

• Present Fisher Investments wealth management solutions to high-net-worth prospects
• Report to the Director of Sales who will provide training and resources for success
• Engage with high-net-worth prospects to evaluate their 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

Regional Vice President of Sales – South Atlantic

• 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

Regional Vice President of Sales – Southeast

• 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

Regional Vice President of Sales – Upper Midwest

Regional Vice President of Sales – Pacific

Regional Vice President of Sales – North Central

Regional Vice President of Sales – Great Lakes

• 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

Regional Vice President of Sales – Northeast

Regional Vice President of Sales – Central Gulf

• 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

Regional Vice President of Sales – Mid-Atlantic

• 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 Investments offerings
• Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

Regional Vice President of Sales

• Present Fisher Investments wealth management solutions to high-net-worth prospects.
• Report to the Director of Sales who will make sure you have the training and resources to experience success.
• 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.

Regional Vice President of Sales – Lower Midwest

Director

• Calling all wealth advisors looking for a role 100% focused on business development!
• Focus solely on acquiring high-net-worth wholesale clients
• Manage your business remotely from your home, covering a local territory within driving distance
• Present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest
• Contact leads generated by FIA’s marketing group
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of FIA's offerings
• Help qualified wholesale investors become FIA clients