Client Development Financial Services VP at Fisher Investments (Dallas, TX)

| Dallas-Fort Worth, TX
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Overview

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 accounts
Your 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 meetings
Why 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 Oregonian
We 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
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An Insider's view of Fisher Investments

How does your team reward individual success?

Celebrating accomplishments is a core part of our firm’s culture. In addition to sharing appreciation messages through our internal recognition platform, we have a variety of technology-specific programs that encourage peer-to-peer accolades for project-specific achievements. We also highlight our results through internal media and newsletters.

Vanessa

App Developer Team Lead

What projects are you most excited about?

I’m most excited about technology projects that require “building” from the ground up or from a nascent state and maturing to better accommodate a transforming organization. This allows me the opportunity to help shape the end product to accomplish or solve a problem and learn new skills as a part of the process.

Victor

Technology Vendor Program Manager

How does the company support your career growth?

I started at the firm out of college, and the training and mentorship at Fisher Investments were critical to my development. The firm emphasizes building depth and breadth in individuals, and I have experienced this first hand. Sometimes this has been taking a new position in a different area of the firm or taking on new stretch objectives.

Tyler

Project Manager

How do you make yourself accessible to the rest of the team?

When I think of accessibility, I consider how approachable I am. I aim to create a dynamic and collaborative workplace where folks feel comfortable asking questions. I value that each team member brings something different, and we created an environment where we are learning from one another, supporting unified goals and growing together.

Emilee

Business Intelligence Team Lead

How do your team's ideas influence the company's direction?

Our organization enables the business to dream big, translating their vision into solutions by providing strategic direction throughout the infrastructure deployment process. We design, build, and run a world-class network using a security driven mindset to enable the business to work quickly and efficiently. Our work is challenging but rewarding.

John

VP – Infrastructure Security Operations and Architecture

What are Fisher Investments Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Perks & Discounts
Company Outings
Happy Hours
Parking
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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