Regional Vice President of Sales – Upper Midwest

Fisher Investments

Regional Vice President of Sales promoting wealth management solutions to high-net-worth clients. Focused on client engagement and financial situation evaluations in the Upper Midwest region.

Posted 7/8/2026full-timeRemote • Iowa, Minnesota, New York, North Dakota, South Dakota • 🇺🇸 United StatesLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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.

Highest-signal resume keywords

5+ Years Experience In Financial ServicesFINRA Series 65FINRA Series 7 And 66High-Volume Phone ActivityIn-Person Meetings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management SolutionsFinancial EvaluationPortfolio ManagementSales TechniquesClient Conversion

Soft Skills

CommunicationEngagement

Certifications & Qualifications

FINRA Series 65FINRA Series 7FINRA Series 66

Industry Keywords

High-Net-Worth ProspectsFinancial ServicesCapital MarketsInvestment Offerings

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
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