Financial Sales with High-Net-Worth Investors (No cold calling)

Senior Account Executive











FISHER INVESTMENTS is a privately-held investment management firm headquartered on the peninsula of the San Francisco Bay Area.  For nearly two decades the firm has been managing assets for high-net-worth private clients and some of the world?s preeminent institutions.

 

We have recently created the Senior Account Executive program to provide the highest caliber sales professionals with an opportunity to work directly with our Vice Presidents in the field to facilitate the acquisition of new high-net-worth business.


OPPORTUNITYTargeted professional development program designed to launch you into our VP role Gain invaluable training and experience selling to affluent investorsNo cold-calling ? Fisher Investments furnishes all prospective clientsAn energetic, open environment without the typical cubicles or conflicts of interests


INCENTIVES
Lucrative base salary along with a rewarding commission and incentive structureFull medical, dental, vision and 401k benefits - Generous paid-time-off


RESPONSIBILITIESEvaluate and discuss potential clients? investment situations, objectives, and goalsElevate potential client interest in considering change in their investment accounts Facilitate meetings with investors using a highly professional consultative sales approach Train with our most successful seasoned sales professionals

 

PREFERRED QUALIFICATIONSSeveral years of professional sales success Strong W-2 background, clean U-4 record, Series 65 licensing welcomedQuantifiable track record of consistent sustained success Highly competitive in goal-oriented sales professions

 

Please submit your application for the Senior Account Executive role at www.fishercareers.com

Reference Job Code 451 when applying to ensure your application is properly routed.



Previous applicants have had professional titles or qualifications such as:  Financial Advisor, Investment Advisor, Vice President of Sales, Wealth Management Advisor, Business Development Officer, Regional Representative, Financial Consultant, Stockbroker, Trust Advisor, Account Executive, External Wholesaler, Investment Management Sales, Investment Sales, Investment Consultant, Series 7, Series 63, Series 65, Series 66, CFP, CIMA