Regional Brokerage Consultant (San Francisco, CA / Bay Area)
Job Description:
Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity’s Brokerage offering
The Expertise We’re Looking For
- 10+ years of financial industry experience
- Extensive sales experience in the financial service industry
- Extensive knowledge of fixed income, equity and option markets, including market mechanics
- Experience in using technical analysis for trading strategy development and position management
- Series 7 & 63
- Ability to travel up to 75% of the time
The Purpose of Your Role
Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity’s Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results.
The Skills You Bring
- Effectively execute sales strategies and tactics specifically related to brokerage business
- Superior presentation skills with respect to team meetings as well as large educational workshops
- Expert knowledge on equities, fixed income, ETF’s, technical analysis, options and market mechanics
- Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives.
The Value You Deliver
- Acquisition of external accounts from competitors
- Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
- Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives
- Position deeper development of clients for sales associates
- Ensuring sales associates understand and utilize all brokerage service models
- Serving as liaison to various internal business partners providing expertise on the capital markets, high net worth service models, lead generation and partnership practices.
- Growing awareness of Fidelity’s Brokerage offerings by presenting at national seminars, tradeshows, summits and expos.
- Assisting Brokerage Product teams with platform development, online tools, research and competitive insight
How Your Work Impacts the Organization
The Regional Brokerage Consultant provides (and coaches sales associates toward) educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.
Relocation assistance is available for candidates who meet the eligibility requirements. Relocation eligibility will be discussed with a recruiter during the selection process
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.