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**Fixed Income Regional Brokerage Consultant:** Drive sales and client engagement in fixed income markets. Collaborate with advisors and deliver educational seminars. Requires 10+ years of experience, 5+ in fixed income, and strong organizational skills. Proficient in Salesforce and territory leadership.
- Compensation
- $96,000 – $210,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Fixed Income Regional Brokerage Consultant
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 regions 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 skills
- Proven territory leadership skills and practical experience with needs-based selling and strong
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 regions 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.
The base salary range for this position is $96,000-$210,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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