Vice President of Sales - Wealth Management

As a sales professional with Fisher Investments, youll have the opportunity to focus exclusively on driving revenue and advancing your career in a supportive environment. The Opportunity You will be part of a dedicated team that provides comprehensive support for sales activities, including training, research, and marketing. Our Inside Sales Manager will work closely with you to ensure you have the necessary resources and training to succeed. This is an in-office role located in Plano, TX, and it does not require travel as it focuses on phone-based sales or virtual connections. Your Key Responsibilities Develop relationships with prospective clients and present Fisher Investments value proposition. Assess prospects financial situations and provide tailored solutions. Educate prospects on market trends and competitor analysis. Pursue ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management. Your Qualifications At least 2 years of experience working in financial services. FINRA Series 65 certification or a combination of FINRA Series 7 and 66 preferred. A proven track record of success in driving results and persuading prospects. Compensation This role offers uncapped performance-based compensation, with average earnings typically reaching the mid six figures within three to four years. Why Fisher Investments? Were driven by a bigger purpose: improving the investment universe. Our inclusive culture, customized learning and development framework, and Great Place to Work Certification set us apart. We invest in our people with exceptional benefits, including: 100% paid medical, dental, and vision premiums for you and your dependents. A 50% 401(k) match up to the IRS maximum. 20 days of PTO, plus 10 paid holidays. Family Support programs, including Paid Primary Caregiver Leave, fertility assistance, and back-up care. Fisher Investments is an Equal Opportunity Employer.

Created: 2025-02-23