Fisher Investments
Tampa, FL, USA
Overview Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Plano, TX or Tampa, FL. The Day-to-Day: Evaluate opportunities to consolidate a client's outside assets with Fisher Investments Review personal financial situations and provide solutions Cultivate referrals by providing exceptional service Conduct meetings with prospects...