Regional Director - Raleigh & Eastern Carolinas

Fidelity Investments Inc.; Merrimack (NH); Remote; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Regional Director to lead sales with Registered Investment Advisors across the Eastern Carolinas. The role favors candidates who can work from home within the designated territory while delivering in-person client engagement and strategy support.

The successful candidate will manage relationships, provide market insights, portfolio guidance, and investment product solutions to advisors and their firms. A collaborative, fast-paced team environment is offered.

Qualifications

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial services industry
• 5 years of field sales experience, working within financial services highly preferred
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
• Excellent interpersonal skills that translate into a positive client experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

Responsibilities

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
• Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
• The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
• You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

Skills

Bachelor's Degree

Series 7

Series 63

CIMA or CFA

5+ years sales

Communication skills

Multi-tasking

Product knowledge - Mutual Funds/ETFs/

Education

Bachelor’s Degree

Job description

Fidelity Investments is seeking a Regional Director to lead sales with Registered Investment Advisors across the Eastern Carolinas. The role favors candidates who can work from home within the designated territory while delivering in-person client engagement and strategy support.

The successful candidate will manage relationships, provide market insights, portfolio guidance, and investment product solutions to advisors and their firms. A collaborative, fast-paced team environment is offered.