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Fisher Investments - Odessa, FL
posted 2 months ago
Full-time - Entry Level
Odessa, FL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
This position is focused on sales within a global investment firm, providing financial professionals with an opportunity to engage with prospective clients without the need for cold calling. The role emphasizes client education and support, backed by a dedicated team, and offers a structured path for career advancement.
Responsibilities
- Be the voice of Fisher Investments to prospective clients
- Review prospects' personal financial situation and provide solutions
- Educate prospective clients on the competitive landscape
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Requirements
- 2+ 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
- Success persuading and educating prospects
Benefits
- 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
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
