Client Development Financial Services VP

Company: Fisher Investments
Location: Seminole
Posted on: May 6, 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 accountsYour 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 meetingsWhy 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 OregonianWe 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, Largo , Client Development Financial Services VP, Accounting, Auditing , Seminole, Florida