via OpenToWorkRemote
$70K - 120K a year
Engage with prospects to evaluate their financial needs, educate them on offerings, and convert prospects to clients.
Requires 5+ years in financial services, FINRA Series 65 or equivalent, and experience in high-volume sales and meetings.
Job Description: • 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 Requirements: • 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 Benefits: • 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
This job posting was last updated on 1/13/2026