Sales Account Executive - Entry Level - Fisher Investments

Job Title: Account Executive

Join our dynamic team dedicated to enhancing clients' financial futures. As an Account Executive, you will engage with high-net-worth individuals, fostering relationships and providing tailored financial solutions.

Responsibilities:

• Initiate and manage calls with prospective clients.
• Understand client needs and present appropriate financial strategies.
• Collaborate with internal teams to ensure client satisfaction.
• Track and report on sales metrics and client feedback.

Qualifications:

• Bachelor's degree in Finance, Business, or related field.
• Proven sales experience, preferably in financial services.
• Strong communication and interpersonal skills.
• Passion for helping clients achieve financial success.