Fidelity Investments
Regional Director, Boise, ID(External Wholesaler)
Boise, ID
Apr 9, 2025
Full-time
Full Job Description

Job Description:

The Role
We have an exciting sales opportunity to work with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with
encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:


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.

The Expertise and Skills You Bring
* Bachelor's Degree required, Master's Degree desired
* Series 7 and 63 required
* CIMA or CFA desired
* Passion for the financial or investment management industry
* 5+ years of relevant field sales experience required, working within Financial Services Industry required
* Outstanding communication, presentation, negotiation, decision making and multi-tasking abilities
* Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
* Ability to represent and knowledge of the following product offerings: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
* 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

* Must live in Boise, ID area*

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

PDN-9ea1a549-b2f7-4251-aa00-c14f6875c86a
Job Information
Job Category:
Sales
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Regional Director, Boise, ID(External Wholesaler)
Fidelity Investments
Boise, ID
Apr 9, 2025
Full-time
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