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Fidelity Investments · 1 day ago

Regional Director/ External Wholesaler(San Francisco / Silicon Valley)

Merrimack, NH

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $175K/yr

5+ years exp

Fidelity Investments is seeking a Regional Director/External Wholesaler to work with Financial Advisors and Registered Investment Advisors in the San Francisco and Silicon Valley area. This role involves driving the distribution of Fidelity products and services while collaborating with internal partners to create opportunities for growth and client engagement.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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 San Francisco and Silicon Valley 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

Series 7Series 63Field sales experienceBachelor’s DegreeCIMACFAMulti-taskingSales passionConsultative sales skillsCommunication skillsNegotiation skillsDecision makingOrganizational skillsInterpersonal skillsPresentation skills

Required

Bachelor's Degree required

Series 7 and 63 required

Passion for the financial or investment management industry

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