Job Description:
Are you a hardworking and ambitious person who would thrive in a collaborative competitive environment? If so, continue to build your career with us! The Fidelity Institutional (FI) Field Sales team is a collaborative, competitive, fast paced and exciting environment.
The Team
As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You'll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer and RIA community.
In your role you will be an important part of the FI Investment Sales distribution team and will be responsible for making in-person sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share.
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The Expertise We're Looking For
- Bachelor's Degree
- Series 7 and 63
- CIMA desired
- Passion for the financial or investment management industry
- A minimum of 5 years of field sales experience working within Financial Services Industry
The Skills You Bring
- Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities
- You have advanced customer service skills
- Your ability to represent multiple product offerings including: Fidelity Mutual Funds, SMA's, Alternative Strategies and ETF solutions
- You have excellent interpersonal and skills that translate into a positive client experience
- You have a passion for sales and the ability to uncover and qualify new opportunities
- You are committed to constant self-improvement and exhibit a competitive drive
- You thrive in fast paced and team environment
- You are very 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
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 and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
The base salary range for this position is $70,000 - $175,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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 Accommodation Team by sending an email to accommodations@fmr.com.