Regional Brokerage Consultant

Job description

Job Description: Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity’s Brokerage offering The Expertise We’re Looking For: 10+ years of financial industry experience 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 Series 7 & 63: Ability to travel up to 75% of the time The Purpose of Your Role: Regional Brokerage Consultants 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. The Skills...