Overview

The Opportunity:

As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.

Your Qualifications

• Consistent and quantifiable individual sales success with stock market investors


• RDR level 4 qualification


• 5+ years of success selling to high net worth individuals


• Quantifiable track record in closing new investor business


• Motivated mind...