Regional Brokerage Consultant - Covington

Fidelity Investments - Covington, Kentucky
1/22/2018 5:37:03 AM
Financial Sales

Job Desription

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 RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results.

The Skills You Bring

Ability to coach and build relationships in order to drive results
Effectively execute sales strategies and tactics specifically related to brokerage business
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
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.

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.

Job: Financial Sales

Primary Location: US-KY-Covington

Other Locations: US-TX-Westlake

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 75 % of the Time

Covington, Kentucky
Covington, KY