Private Client Director

{"Overview": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "The Opportunity": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "Your Qualifications": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "Why Fisher Investments Europe": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "Benefits": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "Apply Today": "

Unlock Your Potential as a Private Client Director

Fisher Investments is seeking a highly motivated and results-driven individual to join our team as a Private Client Director. In this role, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the goal of gathering new clients and assets for our firm.

Your Key Responsibilities:

• Qualify and schedule appointments with high-net-worth leads
• Meet with prospective clients to gather new business and assets
• Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions
• Develop and execute sales strategies to achieve individual and team goals

What We Offer:

• A collaborative and dynamic work environment
• Ongoing training and educational support
• A competitive salary and benefits package
• The opportunity to work with a global organization that puts clients first

Requirements:

• 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 mindset to set and reach goals

Why Fisher Investments?

Fisher Investments is a global organization that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative and dynamic work environment, ongoing training and educational support, and a competitive salary and benefits package.

", "Language": "en-US"}

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