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Regional Vice President of Sales

San Francisco, CA, United States

Regional Vice President of Sales

About the Company

Dynamic independent money management firm

Industry

Financial Services

Type

Privately Held

Founded

1979

Employees

1001-5000

Categories

Marketplaces

Financial Services

Investment Management - See more at: https://www.crunchbase.com/organization/fisher-investments#sthash.j1sYXMXV.dpuf

Consulting & Professional Services

Asset Management

Brokerage

Finance

Fisher Investments

Investing

Investment Advisor

Investment Banking

Investment Services

Ken Fisher

Portfolio Management

Private Client Group

Retirement

Trusts

Financial Advisers

Insurance

Specialties

Financial Services

Portfolio Management

Investment Advice

Retirement Planning

and Retirement Investment Planning

Business Classifications

Marketplace

B2B

About the Role

The Company is seeking a Regional Vice President of Sales with a strong focus on financial professionals experienced in sales. This role is dedicated to sales activities, with no service requirements to manage. The successful candidate will benefit from a steady flow of qualified leads, eliminating the need for cold calling. The position is remote, allowing for the management of a local territory and the presentation of wealth management solutions to high-net-worth prospects. The primary responsibilities include calling on leads, meeting with prospects to understand their needs, and educating them on the company's services to ultimately convert them into clients.Applicants must have a minimum of 5 years' of experience in sales to stock market investors and hold a current Investment Adviser Representative designation, FINRA Series 65, or a combination of FINRA Series 7 & 66, or other qualifying financial professional designations. The role requires a proven track record of bringing in new investor business, as well as experience in high-volume phone activity and in-person meetings. The ideal candidate will be self-motivated, results-driven, and able to work effectively in a remote setting. The Company is committed to providing a supportive and inclusive work environment, with a focus on continuous learning and development for its employees.

Hiring Manager Title

Director of Private Client Group Sales

Travel Percent

Less than 10%

Functions

Sales/Revenue

Account Management/Optimization

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