Developmental Regional Director(Pacific Northwest Territory)
Fidelity(2 months ago)
About this role
A Developmental Regional Director (DREP) at Fidelity focuses on expanding the distribution of Fidelity products, tools, and resources to Edward Jones Financial Advisors within an assigned territory covering WA, OR, and ID. The role is field-based with remote/home work, requires residing in the territory, and includes travel for face-to-face advisor engagement. It is part of the Fidelity Institutional Core Wealth distribution team and offers opportunities for professional growth.
Required Skills
- Field Sales
- Client Relationships
- Communication
- Negotiation
- Decision Making
- Multi-Tasking
- Organization
- Presentation Skills
- Prospecting
- Consultative Sales
+3 more
Qualifications
- Bachelor's Degree
- Series 7 - FINRA
- Series 63 - FINRA
- CIMA (desired)
- CFA (desired)
About Fidelity
fidelity.comFidelity 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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