Developmental Regional Director (Wisconsin Territory)

Fidelity(2 months ago)

HybridFull TimeDirector$70,000 - $175,000Sales

About this role

A Developmental Regional Director (DREP) role focused on driving distribution of Fidelity products, tools, and resources to Financial Advisors and Registered Investment Advisors across assigned territories. The position involves working with internal partners and specialist teams as part of the Fidelity Institutional Core Wealth distribution organization, with emphasis on building client relationships and supporting business growth. The role requires relocation to Wisconsin and offers career development within a collaborative sales team.

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Required Skills

Field Sales
Client Relationships
Negotiation
Presentation Skills
Portfolio Construction
Product Knowledge
Prospecting
Communication
Organization
Consultative Sales

+1 more

Qualifications

Bachelor’s Degree
Series 7 - FINRA
Series 63 - FINRA
CIMA (desired)
CFA (desired)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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