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Fisher Investments

Independent investment adviser managing diversified portfolios

Vice President of Financial Sales

Account ExecutiveConfirmed live in the last 24 hours
Full-timePlano, TX, USANo salary listed

About the Job

Requirements

  • At least 2 years of experience working in financial services is preferred.
  • A quantifiable track record of success is required.
  • The candidate must be successful at persuading and educating prospects.

Responsibilities

  • Review prospects' personal financial situations and provide solutions.
  • Educate prospective clients on the competitive landscape.
  • Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management.
  • Conduct a full-cycle sales role focused on wealth management for high-net-worth individuals, using warm leads provided through the firm's marketing efforts rather than cold-calling or prospecting.

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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