Talent.com
Vice President of Sales - Wealth Management
Vice President of Sales - Wealth ManagementFisher Investments • Omaha, NE, US
[error_messages.no_longer_accepting]
Vice President of Sales - Wealth Management

Vice President of Sales - Wealth Management

Fisher Investments • Omaha, NE, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity :

Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more.

The Upper Midwest Region includes the following states : North Dakota, South Dakota, Nebraska, Minnesota, and Iowa.

The Day-to-Day :

  • Convert prospects to clients by showcasing the Fisher difference
  • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
  • Educate prospective clients on the variety of Fisher Investment’s offerings
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Your Qualifications :

  • 5+ years experience working in financial services
  • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
  • Multi-year track record of success driving results
  • Experience in high-volume phone activity and in-person meetings

    • Compensation :

  • 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 closed
  • This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years

    • 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
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

    • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    [job_alerts.create_a_job]

    Vice President Of Sales • Omaha, NE, US

    [internal_linking.related_jobs]
    VP of Finance : Growth, M&A & Accrual Champion

    VP of Finance : Growth, M&A & Accrual Champion

    Pathway Talent Partners • Omaha, NE, United States
    [job_card.full_time]
    A private equity-backed construction company is seeking a Vice President of Finance to support its growth and financial strategies. The VP will lead the transition to accrual accounting, manage fina...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SVP of Program Management (PgM), US West Region

    SVP of Program Management (PgM), US West Region

    AECOM • Omaha, Nebraska, USA
    [job_card.full_time]
    Regional Business Line Leader (RBLL) Program Management (PgM) U.Reporting to the Regional Chief Executive and PgM Global Business Line (GBL) Chief Executive this role will serve as the leader of th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management Associate- Career Transition Opportunity - Great Plains (Nebraska, Iowa) (5068)

    Wealth Management Associate- Career Transition Opportunity - Great Plains (Nebraska, Iowa) (5068)

    Omaha Staffing • Omaha, NE, US
    [job_card.full_time]
    Wealth Management Associate- Career Transition Opportunity.Discover a new career path in wealth management.Are you an experienced professional ready for a fresh challenge or seeking new opportuniti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President / Branch Manager

    Vice President / Branch Manager

    GreenState Credit Union Careers • Papillion, Nebraska, US
    [job_card.full_time]
    Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes.Leads business development goals and objections, staffing levels, schedule and performance stand...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SVP Partnerships

    SVP Partnerships

    Later • Omaha, NE, US
    [job_card.permanent]
    Senior Vice President Of Partnerships.Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide.Followin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President of Commercial Excellence

    Vice President of Commercial Excellence

    Stone Enterprises • Omaha, NE, US
    [job_card.full_time]
    Vice President of Commercial Excellence.Manufacturing – Food Processing (aftermarket parts and equipment).Private Equity Portfolio Company. We are a fast-growing manufacturer of aftermarket pa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Vice President, Treasury & Capital Strategy

    Remote Vice President, Treasury & Capital Strategy

    Affirm • Omaha, NE, United States
    [filters.remote]
    [job_card.full_time]
    A leading financial technology firm is seeking a Vice President of Treasury to oversee its U.The role requires a strong background in financial services with over 15 years of experience, including ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Development & Engagement

    Director of Development & Engagement

    Omaha Children's Museum, Inc • Omaha, NE, US
    [job_card.full_time]
    Director of Development & Engagement.We value a diverse workforce and inclusive culture.OCM encourages applications from all qualified individuals without regard to race, color, religion, gende...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Director of Business Development

    Director of Business Development

    Marmon • Omaha, NE, US
    [job_card.full_time]
    Director Of Business Development.The HVAC Platform at Marmon includes M&M Manufacturing, Coilmaster / HPT, and TMI Climate Solutions. Together, we deliver innovative HVAC solutions across industries a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Wealth and Investments

    Vice President, Wealth and Investments

    First National Bank of Omaha • Omaha, Nebraska, USA
    [job_card.full_time]
    At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.First Nat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President / Branch Manager

    Vice President / Branch Manager

    GreenState Credit Union • Papillion, NE, United States
    [job_card.full_time]
    Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. Responsible for leading, directing, and mentoring sales and service teams...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Compeer Financial • Omaha, NE, United States
    [job_card.full_time]
    ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Join us and be part of one of the most important a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP, P&C Underwriting

    AVP, P&C Underwriting

    Argonaut Management Services, Inc • Omaha, NE, United States
    [job_card.full_time]
    Argo Group International Holdings, Inc.American National, US based specialty P&C companies, (together known as BP&C, Inc. Brookfield Wealth Solutions, Ltd.BWS"), a New York and Toronto-listed public...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Development Partner

    Sales Development Partner

    Hub International Insurance • Omaha, Nebraska, USA
    [job_card.full_time]
    Required Experience : 2-5 years of relevant experience.Required Education : Bachelors degree (4-year degree).HUB International Limited is an equal opportunity employer that does not discriminate on t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President & Managing Broker – Incredible opportunity to lead a growing commercial real est[...]

    Vice President & Managing Broker – Incredible opportunity to lead a growing commercial real est[...]

    Elevate Search Partners • Omaha, NE, United States
    [job_card.full_time]
    Elevate Search Partners is proud to be retained exclusively to fill this key leadership role that will make a significant impact for one of the most stable well‑respected commercial real estate fir...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President | Investment Banking

    Vice President | Investment Banking

    Bridgepoint Investment Banking • Omaha, NE, US
    [job_card.full_time]
    At Bridgepoint Investment Banking, we deliver.Merit-based promotions (not tenure-driven).Direct client exposure and senior banker interaction. Lean deal teams with broad transaction experience.A cul...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Development

    Director of Development

    Bellevue University • Bellevue, NE, US
    [job_card.full_time] +1
    The Director of Development will implement new strategies to build upon a solid base of support by helping develop new relationships to assure BU continues to remain on the cutting edge of its stud...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Development Director

    Senior Development Director

    Boys Town • Omaha, NE, US
    [job_card.full_time]
    Senior Development Director / Home Campus.The Senior Development Director / Home Campus is a strategic leadership role, responsible for driving a comprehensive development program to generate increment...[show_more]
    [last_updated.last_updated_30] • [promoted]