Job Description:

The Role

Are you a passionate and self-motivated person who would thrive in a collaborative competitive environment? If so, come build your career with us!

The Fidelity Institutional Asset Management (FIAM) Sales Desk is a collaborative, competitive, fast paced and exciting environment. In this role you will get an extensive, paid training program that will expose you to the various facets of the financial services industry.

As a Regional Investment Consultant within our Offshore Distribution team your primary responsibility will be supporting and driving sales with offshore-focused financial advisors in your respective territory via the phone. You’ll work daily to provide valuable market insight, portfolio construction guidance, and investment product solutions to financial advisors by applying a consultative sales process.

The Expertise We’re Looking For and The Skills You Bring

Bachelor’s Degree

Series 7 and 63

Passion for the financial or investment management industry

A minimum of 2 years of financial sales experience

Offshore experience is preferred

Spanish & English proficiency is preferred

You have excellent sales skills: probing, listening, closing and territory management

You have strong interpersonal skills, and multi – tasking abilities

You are committed to constant self-improvement and exhibit a competitive drive

You thrive in fast paced and team-oriented environment

You are extremely resourceful, organized, and ability to prioritize multiple priorities

You have a high ability to learn new things quickly and adapt to new situations

Your effective listening, communication, and presentation skills

You have a strong understanding of the current financial markets

Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.

Collaborating with internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.

Apply sales and business leadership skills to build, develop and lead a pipeline of business

Use communication and presentation skills to demonstrate and deliver Fidelity’s investment capabilities and solutions

If you love working with people and have a passion for financial services and markets, this is the job for you!

The Team

You have the opportunity to help FIAM’s goal of becoming the “first call” that select Financial Advisors and Institutions make when they encounter challenges in their practice. Additionally, as a sales person you influence and directly impact the revenue and profitability for the firm.

What will you receive from us?

Ongoing training and personal development time to prepare you for long-term career growth and success

Ongoing coaching and feedback from your direct manager, including career development guidance

Access to cutting edge tools and technology

Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas

Access to a variety of employee resource groups and volunteer opportunities within the local community

Networking opportunities with Fidelity leaders and colleagues across the organization and region

Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias

23 days of PTO per year plus 8 federal holidays

An array of competitive employee benefits, including tuition reimbursement and student loan assistance for eligible employees. To learn more about our employee benefits please visit: https://jobs.fidelity.com/our-culture/benefits/index.html(opens in a new tab)

Certifications:

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.