Fixed Income Regional Brokerage Consultant

Fidelity Investments•Scottsdale, AZ

2d•$96,000 - $210,000•Hybrid

About The Position

The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity! The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments. A typical work week will include 12 to 15 in-depth client appointments, delivering educational seminars/webinars on relevant topics, coaching advisors, facilitating internal meetings with advisors and partnering with local leadership. Extensive use of Salesforce and technology to engage opportunities is central to the role. Travel associated with regional coverage is estimated at 50% though each region’s geography, size, Investor Centers and Regional Centers is unique.

Requirements

A college degree is the minimum educational standard.
Minimum of 10 years proven experience.
At least 5 years working directly with retail investors.
Minimum of 5 years of demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc).
Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction.
Ability to build and facilitate group trainings.
Ability to work independently and autonomously without direct supervision.
Strong organizational, interpersonal and relationship-building skills.
Proven territory leadership skills.
Practical experience with needs-based selling.
Series 07 - FINRA
Series 63 - FINRA

Nice To Haves

Knowledge of additional securities such as mutual funds and ETFs is preferred.

Responsibilities

Support clients and advisors within a region of Fidelity Investor Centers and Regional Centers.
Engage in sales interactions to directly impact acquisition of outside assets.
Conduct 12 to 15 in-depth client appointments.
Deliver educational seminars/webinars on relevant topics.
Coach advisors.
Facilitate internal meetings with advisors.
Partner with local leadership.
Utilize Salesforce and technology to engage opportunities.
Onboard new self-directed clients.
Help retain and develop existing clientele.
Add value to clients that express interest in individual securities, especially when trading/investing with a competitor.