Regional Director – RIA External Wholesaler

skillventory - A Leading Talent Research Firm

Support and drive sales through Registered Investment Advisors for Fidelity products, providing market insights and investment solutions. Collaborate with specialists to expand business opportunities.

Posted 4/24/2026full-timeAtlanta • Alabama, Florida, Mississippi • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
Making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.

Requirements

What you’ll need

Bachelor’s Degree required
Series 7 and 63 required
CIMA or CFA desired
5 years of field sales experience in Financial Services Industry highly preferred

Benefits

Comp & perks

Health insurance
Professional development opportunities
Work From Home

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

consultingcollaborationsalesbusiness developmentclient relationship management

Certifications

Bachelor’s DegreeSeries 7Series 63CIMACFA