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

Fidelity(3 months ago)

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

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)

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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