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Life Planning Vice President

Company: Fisher Investments
Location: Fort Worth
Posted on: October 12, 2018

Job Description:

Job DescriptionOverview

40 million--- 56 million--- 84 million---. This is the number of people age 65+ in the US in 2010, 2020*, and 2050* respectively. All of whom will likely face the question of where do I retire? How do I fill my time now that my career is over? Besides a will & trust, what other documents do I need to make sure my wishes are understood?

Who is going to answer these questions?

Fisher Life Planning is re-defining the landscape of how a company can help clients with the non-financial challenges we all face as we age.

We need people like you that are undeterred by difficulty, that seek challenge, and are interested in helping to create our next innovative business!

*Projected by Milken Institute

The Opportunity:

As a Vice President of Fisher Life Planning, you will present our new & unique service offering to both current Private Client Group clients, as well as individuals who have requested additional information to learn more about aging well. With unmatched research and a team of talented professionals, you will have the support and resources of a $100BB money manager behind you!

The Day-to-Day:

  • Call individuals who have requested information on our Life Planning Services and make determination if we can help them.
  • Set meetings with potential clients in designated territory.
  • Meet with the individuals to assess suitability and need of our services.
  • Educate and persuade qualified individuals, eventually onboarding them as a

    new client.
  • Work closely with various internal departments to ensure client satisfaction.

    Your Qualifications:

    • Relationship-based; high empathy.
    • Prior experience in a transactional sales related field, such as:

      • Real Estate
      • Financial Services / Insurance / Banking
      • Social work currently + sales background
      • Assisted living / Personalized Health Care services / Retirement living
      • Prior outside sales experience preferred.
      • Record of high levels of achievement; results oriented.
      • Top quartile production in a sales role.
      • Ability to perform in a start-up type atmosphere.
      • Ability to travel 35-50% of time.

        Why Fisher Investments:

        Fisher Investments is a different kind of investment firm. We don't come from Wall Street, nor do we believe we fit in with most of the finance industry, and we're proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it's the people that make the Fisher purpose possible. After all, it's our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

        • 100% coverage of premiums for health, vision and dental insurance
        • A 50% 401(k) match, up to the IRS maximum
        • 20 days of PTO*, plus 9 paid holidays
        • And much, much more

          We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!

          But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.

          * California employees accrue up to 17 days of PTO and 3 days of sick time per year.


          Keywords: Fisher Investments, Fort Worth , Life Planning Vice President, Executive , Fort Worth, Texas

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