Vice President of Financial Sales
On-site
Core
Full-cycle sales role focused on wealth management of high-net-worth individuals, acting as the voice of Fisher Investments to prospective clients.
Role type
Vice President, Financial Sales
Builds
Wealth management solutions for high-net-worth individuals
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Phone sales techniques, financial education, capital markets knowledge, portfolio management, prospect persuasion
Preferred skills
2+ years experience in financial services, quantifiable track record of success
Technologies
N/A
Responsibilities
Review prospects' personal financial situation and provide solutions, Educate prospective clients on the competitive landscape, Conduct phone-based sales or virtual connections
Seniority
Senior, hands-on IC