Client Development Financial Services VP
Company: Fisher Investments
Location: Boring
Posted on: July 29, 2022
Job Description:
Overview Are you a financial advisor that enjoys growing
business from existing clients and referrals? As Client Development
Financial Services VP with Fisher Investments, you will provide
holistic financial planning and portfolio analysis services. Bring
your client focus and industry knowledge to our privately held
multi-billion dollar global investment firm to continue our search
of being better, by putting our clients first. The Opportunity: In
this specialized client-facing role, you will want to grow billings
from existing/former clients, and their referrals. Help Fisher
Investments clients reach their financial goals without having to
manage client retention, lead generation, trading or investment
research. You will be supported by an internal Team Leader who will
make sure you have the resources you need to be successful and
report up to the Client Development Group Vice President. Dedicated
sales and service support, marketing, operations and more will
support you. Locations: Camas, WA., Plano, TX., and Tampa, FL.
(This is not a remote position) The Day-to-Day:
- Call current clients who have liquid assets outside Fisher
Investment s management
- Generate referrals
- Meet with current/former clients/referrals via telephone and
in-person to garner additional new business
- Convey and present firm s investment management strategies
- Obtain documentation needed to add accounts Your
Qualifications:
- 5+ years in client-facing or production based roles
- FINRA Series 65 preferred (required within 60 days of
hire)
- Understanding of capital markets and investment products
- Experience growing business through referrals
- Experience in high-volume phone activity and in-person meetings
Why Fisher Investments: At Fisher Investments, we work for a bigger
purpose: bettering the investment universe. From unmatched service
to unique perspectives on investing, 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 9 paid holidays
- 8 weeks paid Primary Caregiver Parental Leave
- Back-up Child Care Program available, offering up to 10 days
annually
- A cumulative learning and development framework customized for
every employee
- An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian 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 motivated 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 make a
difference in the lives of people by bettering the investment
universe. California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , Client Development Financial Services VP, Accounting, Auditing , Boring, Oregon
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