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Company: Fisher Investments
Location: Gresham
Posted on: June 6, 2024

Job Description:

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This onsite position is located in Camas, WA. The Day-to-Day:Be the voice of Fisher Investments to prospective clientsReview prospects' personal financial situation and provide solutionsEducate prospective clients on the competitive landscapePartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesFINRA Series 65 or a combination of FINRA Series 7 and 66 preferredMulti-year track record of success driving resultsSuccess persuading and educating prospectsCompensation:Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closedThis role offers uncapped performance-based compensation with the possibility of a 6-figure incomeWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER--s-p-m1--By applying, you consent to your information being transmitted by Monster to the Employer, as data controller, through the Employer's data processor SonicJobs.See Fisher Investments Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at

Keywords: Fisher Investments, Gresham , FINANCIAL SERVICES VICE PRESIDENT OF SALES, Accounting, Auditing , Gresham, Oregon

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