Regional Director – RIA External Wholesaler
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Remote
Location: Alabama • Mississippi • United States
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Job Level
About the role
- Consulting on a wide range of Fidelity products, investment perspectives, and financial markets
- Collaborating with Internal partners and Specialists
- 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
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, 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 that translate into a positive client experience
- Passion for sales and the ability to uncover and qualify new opportunities
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to thrive in our fast-paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
field sales experienceconsultative sales skillspresentation skillsinvestment perspectivesfinancial marketsMutual FundsETFsmodel portfoliosCustom SMAsalternative investments
Soft Skills
communicationnegotiationdecision makingmulti-taskingorganizational skillsresourcefulnessprioritizationinterpersonal skillspassion for salesadaptability
Certifications
Bachelor’s DegreeSeries 7Series 63CIMACFA