Regional Vice President of Sales – Southeast

Fisher Investments

Regional Vice President of Sales focused on presenting wealth management solutions to high-net-worth prospects at Fisher Investments. Managing territory sales and engaging with clients without cold calling.

Posted 7/8/2026full-timeRemote • Alabama, Florida • 🇺🇸 United StatesLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services with a strong focus on client engagement and conversion. Proficient in advanced sales techniques and knowledgeable in finance, capital markets, and portfolio management.

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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Certifications & Qualifications

FINRA Series 65FINRA Series 7FINRA Series 66

Industry Keywords

Financial ServicesHigh-Net-Worth ProspectsPhone Sales TechniquesPortfolio ManagementClient ConversionCapital MarketsProspect EngagementSales ResultsOngoing TrainingLocal Territory

About the role

Key responsibilities & impact

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