Job Description:

The Team 

As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer and RIA communities.

In your role you will be an important part of the FI distribution team and will be responsible for making in-person and Zoom sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share via the distribution and retention of our Mutual Fund, ETF, SMA, Alt and Model Portfolio product lines.

The Expertise We’re Looking For

• Bachelor’s Degree
• Series 7 and 63
• CIMA/CFA desired
• Passion for the financial or investment management industry
• A minimum of 5 years of field sales experience working with advisors in the Western Chicago Suburbs and Central Illinois Regions.

The Skills You Bring

• Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities
• You have advanced relationship development and networking skills
• Your ability to represent multiple product offerings including: retirement products, and Fidelity Mutual Fund, SMA, Alt, Models and ETF solutions
• You have excellent interpersonal and skills that translate into a positive client experiences
• You have a passion for sales and the ability to uncover and qualify new opportunities
• You are committed to constant self-improvement and exhibit a competitive drive
• You thrive in fast paced and team environment
• You are very resourceful, organized, and ability to prioritize multiple priorities
• You have a high aptitude to learn new things quickly and adapt to new situations
• Your effective listening, communication and presentation skills

The Value You Deliver

• 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.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.