Regional Brokerage Consultant - New York/Long Island

Fidelity Investments • New York, NY

263d • $115,000 - $200,000 • Hybrid

About The Position

Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering. They regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity's Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results.

Requirements

• Extensive sales experience in the financial service industry.
• Extensive knowledge of fixed income, equity and option markets, including market mechanics.
• Experience in using technical analysis for trading strategy development and position management.
• Possession of Series 7 and Series 63 FINRA licenses.

Nice To Haves

• Superior presentation skills for team meetings and large educational workshops.
• Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners.

Responsibilities

• Conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development.
• Educate and train Fidelity sales associates through various coaching methods.
• Provide subject matter expertise to impact sales results.
• Execute sales strategies and tactics related to brokerage business.
• Present at national seminars, tradeshows, summits and expos to grow awareness of Fidelity's Brokerage offerings.
• Assist Brokerage Product teams with platform development and competitive insight.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities