Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

Job Description:

As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.

The Role
We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and 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 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.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• Series 7 and 63 required

• CIMA or CFA desired

• 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, 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

Note: Fidelity is not providing immigration sponsorship for this position ​

The Team 

As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and 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.

Must live in the territory.

The base salary range for this position is $70,000 - $175,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee mat