Client Development Financial Services VP

Company: Fisher Investments
Location: Clearwater
Posted on: September 20, 2023

Job Description:

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 Group Vice President of Client Development. Dedicated sales and service support, marketing, operations and more will support you. -The Day-to-Day:

• Call current clients who have liquid assets outside Fisher Investment's management
• Generate referrals
• Meet with current/former clients/referrals by telephone and in-person to gather 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: -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
    • 20 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Clearwater , Client Development Financial Services VP, Executive , Clearwater, Florida