Job Description:

Regional Investment Consultant

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.

The Expertise and Skills We’re Looking For

• Bachelor’s Degree
• Series 7 and 63
• Passion for the financial or investment management industry
• A minimum of 2 years of financial sales experience
• You have excellent sales skills: probing, 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 aptitude 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

The Team

As a Regional Investment Consultant your primary responsibility will be supporting and driving sales with financial advisors in your respective territory via the phone.  You’ll work on a daily basis to provide valuable market insight, portfolio construction guidance, and investment product solutions to Financial Advisors by utilizing a consultative sales process.

The Value You Deliver

• 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.
• Utilize sales and business management skills to build, develop and manage a pipeline of business
• Utilize communication and presentation skills to demonstrate and deliver Fidelity’s investment capabilities and solutions

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.