Job Description:

Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity’s Brokerage offering

The Expertise We’re Looking For

• Extensive sales experience in the financial service industry
• Extensive knowledge of fixed income, equity and option markets, including market mechanics
• Experience in using technical analysis for trading strategy development and position management
• Series 7 & 63

The Purpose of Your Role

Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity’s Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results.

The Skills You Bring

• Effectively execute sales strategies and tactics specifically related to brokerage business
• Superior presentation skills with respect to team meetings as well as large educational workshops
• Expert knowledge on equities, fixed income, ETF’s, technical analysis, options and market mechanics
• Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives.

The Value You Deliver

• Acquisition of external accounts from competitors
• Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
• Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives
• Position deeper development of clients for sales associates
• Ensuring sales associates understand and utilize all brokerage service models
• Serving as liaison to various internal business partners providing expertise on the capital markets, high net worth service models, lead generation and partnership practices.
• Growing awareness of Fidelity’s Brokerage offerings by presenting at national seminars, tradeshows, summits and expos.
• Assisting Brokerage Product teams with platform development, online tools, research and competitive insight

How Your Work Impacts the Organization

The Regional Brokerage Consultant provides (and coaches sales associates toward) educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.

Certifications:

Series 07 – FINRA, Series 63 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.