skillventory - A Leading Talent Research Firm

Regional Director - RIA External Wholesaler

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • South Carolina • United States

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Job Level

Lead

About the role

  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets
  • Collaborating with internal partners and specialists to service professionals
  • Engaging in face-to-face interactions with clients

Requirements

  • Bachelor’s Degree required
  • Series 7 and 63 required
  • CIMA or CFA desired
  • 5 years of field sales experience in Financial Services Industry preferred
  • Outstanding communication, negotiation, decision making and multi-tasking abilities
  • Ability to stay organized and prioritize ongoing sales opportunities
  • Ability to represent multiple product offerings including Mutual Funds, ETFs, model portfolios, Custom model portfolios, ETFs, SMAs, Custom SMAs, and alternative investments
  • Excellent interpersonal skills
  • Passion for sales and the ability to uncover and qualify new opportunities
  • Commitment to constant self-improvement and competitive drive
  • Effective consultative sales and presentation skills.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible working arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
field sales experienceconsultative salespresentation skillsinvestment perspectivesfinancial marketsMutual FundsETFsmodel portfoliosCustom model portfoliosalternative investments
Soft Skills
communicationnegotiationdecision makingmulti-taskingorganizational skillsprioritizationinterpersonal skillspassion for salesself-improvementcompetitive drive
Certifications
Bachelor’s DegreeSeries 7Series 63CIMACFA