15 jobs for "Capital Markets Financial Engineer - Advisor"

Regional Vice President of Sales (Lower Midwest)

At Fisher Investments - Remote / Flexible

Posted on Oct 27

View job Apply on company site

PGIM Global Wealth - External Wholesaler (South Texas)

At Prudential Financial - Remote / Flexible

Posted on Sep 19

View job Apply on company site

PGIM Global Wealth - External Wholesaler for RIA (Northwest)

At Prudential Financial - Remote / Flexible

Posted on Sep 17

View job Apply on company site

PGIM Global Wealth - External Wholesaler (Independent Broker Dealer Channel - WI/IA)

At Prudential Financial - Remote / Flexible

Posted on Aug 20

View job Apply on company site

Regional Vice President of Sales (Arizona)

At Fisher Investments - Remote / Flexible

Posted on Aug 4

View job Apply on company site

Regional Vice President of Sales (Florida)

At Fisher Investments - Remote / Flexible

Posted on Aug 4

View job Apply on company site

Regional Vice President of Sales (NY & NJ)

At Fisher Investments - Remote / Flexible

Posted on Aug 4

View job Apply on company site

Regional Vice President of Sales (Northeast)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (Central Gulf)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (Southeast)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (Mid-Atlantic)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (Ohio Valley)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (Great Lakes)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (North Central)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Regional Vice President of Sales (South Atlantic)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Fisher Investments

Regional Vice President of Sales (Lower Midwest)

Remote / FlexibleSales$175,000Posted 12 days ago

Apply on company site View full job

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies in 2024
4.1/5 in overall job satisfaction
4.5/5 in supportive management
86% say women are treated fairly and equally to men
76% would recommend this company to other women
71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members. See all reviews ›

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more.

The Lower Midwest Region includes the following states: Kansas, Missouri, Oklahoma, and Arkansas.

The Day-to-Day:

Convert prospects to clients by showcasing the Fisher difference
Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
Educate prospective clients on the variety of Fisher Investment's offerings
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications:

5+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings

Compensation:

This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.

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
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001-10,000 employees
Industry: Finance: Asset Management

View company profile