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Vice President of Sales (2020-9155)

San Mateo, CA, United States


Job Description


Are you ‘stuck’ in your current financial sales position? Are service requirements hindering your ability to develop in sales? Is cold calling holding you back? As a Vice President of Sales with Fisher Investments you will focus 100% on sales – no service. New leads are provided every month. Take advantage of well-defined promotion opportunities. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.


The Opportunity:


Take control of your financial future with an uncapped commission compensation structure.  Be the voice of Fisher Investments to prospective clients who have requested information. You can focus solely on sales since you will be surrounded by a dedicated team that provides personal sales support, client service, marketing and more. Harness your aptitude for learning, coach ability and self-reflection. Top sales people receive strong consideration for Outside Sales positions within 2 years.


The Day-to-Day:

  • Call prospects who have requested Fisher Investments’ information
  • Review prospects’ personal financial situation and provide solutions
  • Educate prospective clients on the competitive landscape and how Fisher Investments differs
  • Persuade qualified consumers to hire Fisher Investments
  • 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
  • Demonstrated communications skills

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • Back-up Child Care Program available, offering up to 10 days annually
  • And much, much more

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is driven by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you can contribute, collaborate, and make a difference in the lives of people by bettering the investment universe.


We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.




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