At a Glance
- Tasks: Drive sales by presenting wealth management solutions to high-net-worth clients.
- Company: Join a multi-billion-dollar global investment firm with a client-first approach.
- Benefits: Enjoy 100% paid health premiums, generous 401(k) match, and family support programs.
- Other info: Home office role with local client engagement and ongoing training opportunities.
- Why this job: Uncapped earning potential in a supportive, inclusive culture focused on your success.
- Qualifications: 5+ years in financial services with proven sales success and relevant certifications.
The predicted salary is between 100000 - 100000 £ per year.
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:
This is a commission-first position with uncapped earning potential. Base pay starts at $100,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year's management fees.
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.
Regional Vice President of Sales (Upper Midwest) (MINNEAPOLIS) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive work culture and comprehensive benefits, including fully paid medical, dental, and vision premiums. As a Regional Vice President of Sales in Minneapolis, you will enjoy uncapped earning potential while being backed by a dedicated team and extensive training resources, ensuring your success in a rewarding sales-focused role. Join us to be part of a purpose-driven organisation committed to bettering the investment universe.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Vice President of Sales (Upper Midwest) (MINNEAPOLIS)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Regional Vice President of Sales (Upper Midwest) (MINNEAPOLIS)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
