Regional Director/ External Wholesaler(San Francisco / Silicon Valley)

Fidelity(1 month ago)

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

About this role

A Regional Director within Fidelity Institutional Core Wealth responsible for expanding distribution of Fidelity investment products to Financial Advisors and Registered Investment Advisors in the San Francisco / Silicon Valley territory. The role is client-facing within a defined territory and part of the institutional sales organization, offering opportunities for collaboration across internal teams and professional growth.

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Required Skills

Sales
Consultative Sales
Client Relationships
Communication
Negotiation
Presentation Skills
Territory Management
Product Knowledge
Prospecting
Organization

+2 more

Qualifications

Bachelor's Degree
Series 7
Series 63
Series 65
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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