Company

KOINSee more

addressAddressPortland, OR
type Form of workPermanent
CategoryRetail

Job description

If you are 'stuck' in your current Financial Sales position and feel that service requirements are hindering your ability to develop in sales, you're in the right place! As a Vice President of Sales with Fisher Investments you will focus 100% on sales - no service. Qualified leads are provided to you every month so there's no cold calling. Take advantage of well-defined promotion opportunities and join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

Take control of your financial future with an uncapped commission compensation structure. You will be supported by a dedicated team that provides personal sales support, client service, marketing, research and more. You will report to the US Private Client Group Inside Sales Leader who will make sure you have all the resources you need for the sales process. Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales positions within 2 years. This position is located in Camas, WA (not a remote role).

This role offers uncapped, performance-based commission with the posibility of a 6-figure income.

The Day-to-Day:

  • Be the voice of Fisher Investments to prospective clients who have requested information
  • Review prospects' personal financial situation and provide solutions
  • Educate prospective clients on the competitive landscape and how Fisher Investments differs
  • Receive training in advanced phone sales techniques, finance, capital markets and portfolio management

Your Qualifications:

  • 2+ years experience working in financial services
  • Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
  • Success persuading and educating potential clients

Compensation:

  • Commission/variable pay based position - $100,000 - $0,000 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed.

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Refer code: 7802358. KOIN - The previous day - 2024-01-12 21:29

KOIN

Portland, OR
Popular Financial Sale jobs in top cities

Share jobs with friends

Related jobs

Financial Sales Consultant

Financial Advisor (Sales Role - Training Provided)

Northwestern Mutual

Portland, OR

3 weeks ago - seen

Financial Representative (Sales Role - Training Provided)

Northwestern Mutual - Portland

$50,000 - $150,000 a year

Portland, OR

3 weeks ago - seen

Vice President of Sales – Financial Services - Now Hiring

Fisher Investments

Portland, OR

a month ago - seen

Financial Services Vice President of Sales

Koin

Gresham, OR

a month ago - seen

Vice President of Sales (Financial Services)

Koin

North Plains, OR

a month ago - seen

Financial Sales - Own a Franchise

Koin

Troutdale, OR

2 months ago - seen

Financial Sales - Own a Franchise

Koin

Forest Grove, OR

2 months ago - seen

Vice President of Sales (Financial Services)

Koin

North Plains, OR

2 months ago - seen

Financial Services Vice President of Sales

Koin

North Plains, OR

2 months ago - seen

Advisory Services: Associate Writer

B. Riley Financial, Inc.

Myrtle Point, OR

2 months ago - seen

Salaried Financial Advisor / Retirement Plan Sales Consultant

Confidential

Portland, OR

2 months ago - seen

Financial Advisor (Sales Role - Training Provided)

Northwestern Mutual - Portland

$50,000 - $150,000 a year

Portland, OR

3 months ago - seen

Financial Advisor/Sales

Northwestern Mutual

$85,527 - $150,000 a year

Lake Oswego, OR

3 months ago - seen

Financial Analytics Professional

Koin

Salem, OR

3 months ago - seen

Financial Services Vice President of Sales

Koin

Happy Valley, OR

3 months ago - seen

Outside Sales Representative

Elevated Financial Benefits

Salem, OR

3 months ago - seen

Sales - Work from Anywhere

Spieldenner Financial Group

Lakeview, OR

3 months ago - seen

Consumer Loan Sales Specialist

Onemain Financial

Eugene, OR

4 months ago - seen