Regional Advisor Consultant

Job Description:

The Role

The Regional Advisor Consultant provides industry expertise and advisory platform sales support to Fidelity Institutional clients. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base.

The Expertise and Skills You Bring

• Bachelor's degree required; MBA preferred
• CFP, CIMA preferred
• Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
• Familiarity with clearing and custody services
• Minimum five years experience working with advisors and wealth managers in platform consulting and/or sales required

• You are passionate about wealth management and advisory solutions and are obsessed with delivering superior client experience and have the expertise on the breadth of investment capabilities, programs, and supporting tools and services available to advisors
• You will develop and maintain territory management business plans and travel 50-75% of the time

• You deliver value to our customers by effectively sharing your dedicated subject matter expertise and best practice guidance on the entire suite of advisory platform capabilities
• You are motivated by success as measured by platform adoption statistics (proposal volume, platform sales, successful introduction of various platform offerings) and are energized by challenges associated with introducing new advisory solution to the marketplace
• Series 7, 63, 65/66 required

The Team

The role is a key member of the Fidelity Institutional Managed Accounts distribution team. which mission is to promote the adoption of the new Fidelity Managed Account Exchange (FMAX) across our intermediary customer base. You will provide point-of-contact sales support to participating intermediaries within your assigned territory. The role is the "face" of our advisory platform offering to our intermediary customers. You will provide expertise to assist the intermediaries in their knowledge of the advisory platform capabilities and their successful adoption of it as the key utility they rely on to provide fee-based advisory solutions to their customers.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].