Regional Director/RIA External Wholesaler(GA, AL, MS, West coast FL)

Fidelity Investments

3d • Hybrid

About The Position

The Role We have an exciting sales opportunity based in Atlanta working with Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business 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 is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of 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 currently constructed to cover RIA firms in GA, AL, and MS. You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients. The Team 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 construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.

Requirements

• Bachelor’s Degree required
• Series 7 and 63 required
• Passion for the financial or investment management industry
• 5 years of field sales experience, working within Financial Services Industry 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, model portfolios, Custom model portfolios, ETFs, SMAs, Custom SMAs, 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

Nice To Haves

• CIMA or CFA desired

Responsibilities

• 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.
• supporting and driving sales through Registered Investment Advisors.
• provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms.
• making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.

What This Job Offers

• Job Type: Full-time
• Career Level: Director