Fidelity Bank · 2 months ago
Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $175K/yr
5+ years expFidelity Bank is seeking a Regional Director to support and drive sales through Broker Dealer Intermediaries and Registered Investment Advisors in Southeast Florida. The role involves providing market insights, portfolio guidance, and investment solutions while engaging in face-to-face interactions with clients in the designated territory.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
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
The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the Boca Raton to Miami markets
You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients
Qualification
Required
Bachelor's Degree required
Series 7 and 63 required
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, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
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
Preferred
CIMA or CFA desired
5 years of field sales experience, working within Financial Services Industry highly preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase