Fidelity

Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

Fidelity(3 months ago)

RemoteFull TimeDirector$70,000 - $175,000Sales
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About this role

A Regional Director (wholesaler) responsible for supporting and driving sales through Broker/Dealer intermediaries and Registered Investment Advisors within an assigned territory in Southeast Florida. The role provides market insight, portfolio construction guidance, and investment product solutions while making in-person client calls and partnering with internal teams to grow assets and market share.

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Required Skills

  • Sales
  • Relationship Management
  • Client Facing
  • Portfolio Construction
  • Investment Products
  • Consultative Sales
  • Presentation
  • Territory Management
  • Prospecting
  • Negotiation

+2 more

Qualifications

  • Bachelor's Degree
  • Series 07 - FINRA
  • Series 63 - FINRA
  • Series 51 - FINRA
  • CIMA (desired)
  • CFA (desired)
Fidelity

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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