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Client Development Financial Services VP

Company: Fisher Investments
Location: Plano
Posted on: May 5, 2024

Job Description:

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Plano, TX or Tampa, FL.

The Day-to-Day:

  • Evaluate opportunities to consolidate a client's outside assets with Fisher Investments
  • Review personal financial situations and provide solutions
  • Cultivate referrals by providing exceptional service
  • Conduct meetings with prospects and clients virtually and in-person
  • Convey and present our firm's investment management strategies

    Your Qualifications:
    • 5+ years' experience in client-facing or production-based roles in Financial Services
    • FINRA Series 65 preferred (required within 60 days of hire)
    • Understanding of capital markets and investment products
    • Multi-year track record of success driving results
    • Experience in high-volume phone activity and in-person meetings

      • This role offers uncapped performance-based compensation with the possibility of a 7-figure income
        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
        • $10,000 fertility, hormonal health and family-forming benefit

Keywords: Fisher Investments, Plano , Client Development Financial Services VP, Executive , Plano, Texas

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