Job Description:

The Role

We have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.

The Skills and Expertise You Bring

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA a plus
• Passion for the financial or investment management industry
• Minimum of 2+ years of sales experience working within the Financial Service Industry
• Your outstanding communication, negotiation, decision making and multi-tasking abilities
• Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
• Your excellent interpersonal skills that translate into a positive client experience
• Your passion for sales and the ability to uncover and qualify new opportunities
• Your commitment to constant self-improvement and exhibit a competitive drive
• Your ability to thrive in our fast-paced environment and enjoy being part of a strong team
• Your high aptitude to learn new things quickly and adapt to new situations
• Your effective consultative sales and presentation skills

The Team

As a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. In your role you will be an important part of the FI Intermediary Investment & Sales distribution team and will be responsible for phone and virtual-based sales interactions, along with making in-person sales calls, partnering with your specialist teams to drive new business, retain assets and grow market share. This role will require 25% travel and is based in Westlake, TX.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.