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Fisher Investments

Independent investment adviser managing diversified portfolios

Director regional - España, Spanish Tied Agent

Field SalesConfirmed live in the last 24 hours
Full-timeRemote in Spain

About the Job

Requirements

  • Demonstrated and quantifiable individual sales success with stock market investors.
  • At least 5 years of successful sales experience with high-net-worth individuals.
  • A quantifiable track record of closing new investor business.

Responsibilities

  • Call high-net-worth leads provided by the company, qualify them, and schedule face-to-face appointments.
  • Meet with prospective clients to acquire new clients and assets for the firm.
  • Work from home as an independent contractor and focus entirely on client acquisition, without administrative or after-sale activities.
  • Focus on acquiring new private clients with liquid assets of more than 350,000 euros.
  • Receive support from company teams and work with a continuous flow of leads generated by Fisher Investments and its marketing materials.
  • Develop an understanding of Fisher Investments' market philosophy through sessions covering capital markets and sales training.
  • Report directly to the Managing Director.

Desired Qualifications

  • Be motivated to set and achieve goals.
  • Be willing to take calculated risks and learn from setbacks.
  • Maintain an optimistic approach and use failures as opportunities to improve and find solutions.
  • Maintain a high level of activity and persistence through setbacks.
  • Connect with a wide range of audiences through dynamic interpersonal skills.
  • Demonstrate strong ethics and professionalism.

About the Company

Fisher Investments

Independent investment adviser managing diversified portfolios

Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Camas, WA
Founded
1979

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