Developmental Regional Director – Pacific Northwest Territory
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Job Description
Developmental Regional Director supporting sales through Financial Advisors at Fidelity. Driving market insights and investment product solutions within the Pacific Northwest Territory.
Responsibilities:
- supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors
- providing valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
- making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share
Requirements:
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- 2-3 years of field sales experience, working within Financial Services Industry highly preferred
Benefits:
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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