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Regional Brokerage Consultant, Fixed Income - Dallas/Houston
senior · Sales & Business Development
Job Description:
The Role
The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity!
The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments.
A typical work week will include 12 to 15 in-depth client appointments, delivering educational seminars/webinars on relevant topics, coaching advisors, facilitating internal meetings with advisors and partnering with local leadership. Extensive use of Salesforce and technology to engage opportunities is central to the role.
Travel associated with regional coverage is estimated at 50% though each region’s geography, size, Investor Centers and Regional Centers is unique.
The Expertise and Skills You Bring
A college degree is the minimum educational standard for applicants. While a business-related field is preferred, it is not required
Minimum of 10 years proven experience, with at least 5 years working directly with retail investors
Minimum of 5 years of demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc). Knowledge of additional securities such as mutual funds and ETFs is preferred
Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction
Ability to build and facilitate group trainings
Ability to work independently and autonomously without direct supervision
Strong organizational, interpersonal and relationship-building skils
Proven territory leadership skills and practical experience with needs-based selling
The Team
Currently there are only 28 RBCs across the nation at Fidelity - a highly specialized role. Each RBC covers an assigned territory, partnering either with large call centers or with a region’s network of local investor centers or both. RBCs support financial advisors by onboarding new self-directed clients, while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and thus relies on the RBC to add value to clients that express interest in individual securities especially when trading/investing with a competitor.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesPlease 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.