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Take advantage of working remotely in Chicago, supporting clients in several locations across Illinois. If you thrive in a collaborative competitive environment, want to work with supportive team members in an organization that is passionate about coaching to help you grow in both expertise and career then this is the opportunity for you.
The Team
As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You'll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer community.
In your role you will be an important part of the FIAM distribution team and will be responsible for making in-person sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share.
The Expertise We're Looking For
Bachelor's Degree
Series 7 and 63
CIMA desired
Passion for the financial or investment management industry
5 years of field sales experience working within Financial Services Industry preferred
The Skills You Bring
Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities
You have advanced customer service skills
Your ability to represent multiple product offerings including: retirement products, and Mutual Fund, Index Fund and ETF solutions
You have excellent interpersonal and skills that translate into a positive client experience
You have a passion for sales and the ability to uncover and qualify new opportunities
You are committed to constant self-improvement and exhibit a competitive drive
You thrive in fast paced and team environment
You are very resourceful, organized, and ability to prioritize multiple priorities
You have a high aptitude to learn new things quickly and adapt to new situations
Your effective listening, communication and presentation skills
The Value You Deliver
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.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their outstanding perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer
Certifications: Series 07 - FINRA, Series 63 - FINRA
