Regional Director – Raleigh-Durham, North Carolina Territory

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Provide consultation on Fidelity products, investment insights, and financial markets to support clients in achieving their investment objectives.

• Work collaboratively with internal partners and specialists to assist financial professionals and foster additional partnership opportunities.

• Facilitate and enhance sales efforts through Registered Investment Advisors.

• Offer market insights, guidance on portfolio construction, and investment product solutions to financial advisors and their firms.

• Conduct in-person sales visits.

• Collaborate with internal teams and specialist groups to drive new business, retain assets, and expand market share.

• Serve as a representative of the Fidelity Institutional Core Wealth distribution team throughout the Eastern Carolinas territory.

⛳️ Requirements

• A Bachelor's Degree is required.

• Series 7 and 63 licenses are mandatory.

• CIMA or CFA designation is preferred.

• A strong passion for the financial services sector is essential.

• A minimum of 5 years of field sales experience within the financial services industry is highly preferred.

• Excellent communication, negotiation, decision-making, and multitasking skills are required.

• Capability to stay organized, be resourceful, and prioritize ongoing sales opportunities is necessary.

• Ability to represent a variety of product offerings, including Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments.

• Exceptional interpersonal skills that contribute to a positive client experience.

• A strong enthusiasm for sales with the ability to identify and qualify new opportunities.

• A commitment to continuous self-improvement and a competitive spirit.

• Ability to excel in a fast-paced environment and enjoy being part of a cohesive team.

• High capacity for quickly learning new concepts and adapting to new circumstances.

• Proficient consultative sales and presentation skills are essential.

• Must reside within the designated Raleigh-Durham area.

• Must work from home within the designated territory.

• Please note that Fidelity will not provide immigration sponsorship for this role.

🏝️ Benefits

• Opportunities for growth and development.

• Professional advancement and long-term career potential.