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Regional Center - Regional Brokerage Consultant - Denver/Salt Lake City

Expired Job

Fidelity Greenwood Village , CO 80111

Posted 5 months ago

Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering

The Expertise We're Looking For

  • 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

  • Experience in coaching and development of financial associates

The Purpose of Your Role

Regional Brokerage Consultant 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 Brokerage sales team. Partner with Regional Center functional leads to provide updates on the brokerage offering and distribution strategy. Provide expertise and direction to directly impact sales results in Regional Centers.

The Skills You Bring

  • Ability to coach and build relationships in order to drive results

  • Effectively plan and execute sales strategies and tactics specifically related to brokerage

  • 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

  • Create and communicate Brokerage distribution plan with Regional Center leadership and management team

  • 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.

The Regional Brokerage Consultant role can be located in Denver, CO or Salt Lake City, UT.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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Regional Center - Regional Brokerage Consultant - Denver/Salt Lake City

Expired Job