Regional Director, Financial Advisors - Raleigh-Durham

Fidelity Investments Inc.; Raleigh (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments in Raleigh, NC seeks a Regional Director to drive and support the distribution of Fidelity investment products to Independent B/D and Wirehouse advisors. The role emphasizes client relationships, consultative selling and collaboration with internal partners to create opportunities across the Eastern Carolinas.

You will live and work from home within the territory, conduct in-person client meetings, make strategic sales calls, and partner with specialist teams to expand

Qualifications

• Bachelor’s Degree required.
• Series 7 and 63 required.
• CIMA or CFA desired.
• 5 years of field sales experience in financial services preferred.
• Excellent interpersonal and client relationship skills.
• Ability to travel and work with advisors across the Eastern Carolinas.

Responsibilities

• Consult on Fidelity products, investment perspectives, and financial markets for clients.
• Collaborate with internal partners and specialists to service professionals and create opportunities.
• Make in-person sales calls within the Raleigh-based territory to drive new business and retain assets.
• Partner with internal teams to expand market share while upholding Fidelity standards.

Skills

Communication skills

Negotiation

Multi-tasking

Sales experience

Presentation skills

Education

Bachelor’s degree

Job description

Fidelity Investments in Raleigh, NC seeks a Regional Director to drive and support the distribution of Fidelity investment products to Independent B/D and Wirehouse advisors. The role emphasizes client relationships, consultative selling and collaboration with internal partners to create opportunities across the Eastern Carolinas.

You will live and work from home within the territory, conduct in-person client meetings, make strategic sales calls, and partner with specialist teams to expand