Regional Director – Raleigh-Durham, North Carolina Territory

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

📋 Description

• Provide expert consultation on Fidelity products, investment insights, and financial markets to help clients achieve their investment objectives.

• Work collaboratively with internal partners and specialists to support financial professionals and identify new partnership opportunities.

• Facilitate and enhance sales through independent broker/dealer and wirehouse financial advisors.

• Offer market insights, guidance on portfolio construction, and solutions for investment products.

• Conduct in-person sales visits with financial advisors.

• Collaborate with internal and specialist teams to generate new business, retain assets, and increase market share.

• Act as a representative for the Fidelity Institutional Core Wealth distribution team throughout the Eastern Carolinas region.

⛳️ Requirements

• A Bachelor’s Degree is required.

• Series 7 and 63 licenses are necessary.

• Candidates must reside within the specified Raleigh-Durham, North Carolina area.

• Work must be conducted from home in the designated territory.

• A minimum of 5 years of field sales experience in financial services is highly preferred.

• CIMA or CFA designation is desired.

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

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

• Ability to stay organized, resourceful, and prioritize ongoing sales opportunities effectively.

• Capability to represent Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments.

• Strong interpersonal skills are a must.

• A passion for sales with the ability to identify and qualify new opportunities is necessary.

• Effective consultative sales and presentation skills are required.

• High aptitude for quickly learning new concepts and adapting to changing situations.

• Immigration sponsorship is not available.

• Must meet applicable regulatory and background-history requirements.

🏝️ Benefits

• Opportunities for professional growth and development.

• Long-term career advancement prospects.

• Supportive team environment.

• Access to Fidelity investment products, tools, and resources.