Regional Director; Raleigh-Durham, North Carolina Territory

Job Description

Note:

Fidelity will not provide immigration sponsorship for this position. The Role Responsibilities

We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees.

Your responsibilities include:

• 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 and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
• The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
• You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees.

Your responsibilities include:

• 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 and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
• The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
• You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial services industry
• 5 years of field sales experience, working within financial services highly preferred
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
• Excellent interpersonal skills that translate into a positive client experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio…