Regional Director, Financial Advisor Growth – Raleigh/Durham

Fidelity Investments Inc.; North Carolina; Remote; USD 90,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. in Raleigh, NC seeks a Regional Director to drive and support distribution of Fidelity investment products to Independent B/D and Wirehouse advisors.

The role requires living in the territory, working from home, and engaging clients face-to-face while collaborating with internal partners. Qualifications include a Bachelor’s Degree, FINRA Series 7 and 63, and 5 years of field sales experience in financial services.

Qualifications

• Bachelor’s Degree required.
• Series 7 and 63 required.
• CIMA or CFA desired.
• 5 years of field sales experience in financial services preferred.

Responsibilities

• Consult on Fidelity products and markets to help clients meet investing goals.
• Collaborate with internal partners to create sales opportunities.
• Drive and support distribution with Independent B/D and Wirehouse advisors across the Eastern Carolinas.
• Live and work from home within the designated territory while meeting clients face-to-face.
• Make in-person sales calls as part of the Fidelity Institutional Core Wealth team.

Skills

Series 7 (FINRA)

Series 63 (FINRA)

CIMA or CFA desired

5 years field sales

Financial services sales

Excellent communication

Negotiation skills

Client relationship building

Education

Bachelor’s Degree

Job description

Fidelity Investments Inc. in Raleigh, NC seeks a Regional Director to drive and support distribution of Fidelity investment products to Independent B/D and Wirehouse advisors.

The role requires living in the territory, working from home, and engaging clients face-to-face while collaborating with internal partners. Qualifications include a Bachelor’s Degree, FINRA Series 7 and 63, and 5 years of field sales experience in financial services.