Regional Director – Raleigh-Durham, North Carolina Territory

🕒 September 3

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Consult on Fidelity products, investment perspectives, and financial markets to assist clients with investing goals • Collaborate with internal partners and specialists to service financial professionals and create additional partnership opportunities • Support and drive sales through Registered Investment Advisors • Provide market insight, portfolio construction guidance, and investment product solutions to financial advisors and their firms • Make in-person sales calls • Partner with internal partners and specialist teams to drive new business, retain assets, and grow market share • Represent Fidelity Institutional Core Wealth distribution team across the Eastern Carolinas territory

🎯 Requirements

• Bachelor’s Degree required • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial services industry • 5 years of field sales experience, working within financial services highly preferred • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities • Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments • 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 within the designated Raleigh-Durham territory • Must live and work from home in the designated territory • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Growth and development opportunities • Professional growth and long-term expanded career upside