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Serving as the Managed Accounts subject matter expert and product specialist, this Investment Solutions Consultant is the senior sales partner for assigned branches and phone sites. Collaborating with Financial Consultants to generate new business, develop customer relationships and achieve Managed Account sales goals.
The Expertise We're Looking For
Series 7 & 66 and Bachelor's degree required
Significant and varied experience in financial services, to include a solid understanding of asset allocation and financial planning
Strong knowledge of all Fidelity products and industry alternatives
Up to15% travel in the field will be required
The Purpose of Your Role
Your role is to work with Branch Management and Regional Planning Consultants to develop a plan to achieve the managed account sales goal. You will assist with the execution of plan and tactics in conjunction with your business partners, while providing pertinent Managed Account market data and sales reports senior leadership. Ensuring consistency of strategy and approach to business opportunities across the network is critical.
The Skills You Bring
Your expert-level of Consultative Selling Skills
You have excellent communication and presentation skills
Your impressive time management and organizational skills
The Value You Deliver
Your knowledge will be communicated in trainings related to sales strategies and product updates, to keep MA products top of mind.
You have a diligent focus on risk & compliance to ensure that new accounts are opened and funded properly
Developing potential business opportunities within the representatives Book of Business and prioritizing appropriate next steps for pursuing new business opportunities.
Communicating Managed Money product updates and strategies during team meetings, 1:1s with sales reps, and informal and formal training sessions
Diligently focusing on risk & compliance, you help to ensure that sales reps are opening new accounts correctly and that they funded properly
How Your Work Impacts the Organization
Your support and influence of all things related to managed accounts, including but not limited to: pre-appointment planning, client appointments, client follow-up, assisting with paperwork, NIGO resolution, etc) is essential to the success of the sales representative and is imperative for the region's goal achievement.
Certifications: Series 07 - FINRA, Series 66 - FINRA
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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.