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Tri-State Regional Business Development Consultant at Fidelity - ApplyBlast

Tri-State Regional Business Development Consultant

Fidelity

5 months ago

4.4 on Glassdoor

Onsite

Full Time

Senior

1 applicant

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About this role

A Charitable Planning Consultant at Fidelity engages with financial advisors to increase their knowledge of Donor Advised Funds and efficient charitable vehicles. The role involves building relationships to become a first call for philanthropy in New York, New Jersey, and Connecticut, while collaborating with distribution colleagues to grow the American tradition of charitable giving.

Responsibilities

Engage with advisors to increase knowledge of charitable vehicles
Build relationships with key partners in the philanthropy sector
Introduce new lines of philanthropy like Private Equity and alternatives
Develop productive relationships with intermediaries and distribution colleagues
Improve efficiency through solid time and territory management

Skills

Qualifications

B.A. or B.S. degreeCFP certificationCAP certification

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.