Apply on Employer Site

Fidelity Investments · 3 weeks ago

Developmental Regional Director(Pacific Northwest Territory)

Merrimack, NH

Full-time

Onsite

Mid Level

$65K/yr - $75K/yr

2+ years exp

Fidelity Investments is seeking a Developmental Regional Director to drive sales through Broker Dealer Financial Advisors and Registered Investment Advisors in the Pacific Northwest Territory. This role focuses on providing market insight, portfolio guidance, and investment solutions while collaborating with internal partners to enhance client relationships and grow market share.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors

Help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms

Make in-person sales calls

Partner with internal partners and specialist teams to drive new business, retain assets and grow market share

Qualification

Series 7Series 63CIMACFAField sales experienceMulti-taskingConsultative salesResourcefulnessCompetitive driveCommunication skillsNegotiation skillsDecision makingInterpersonal skillsPresentation skillsOrganizational skillsAdaptability

Required

Bachelor's Degree required

Series 7 and 63 required

Passion for the financial or investment management industry

2-3 years of field sales experience, working within Financial Services Industry highly preferred

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

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