support clients and advisors within a region of Fidelity Investor Centers and Regional Centers
engage in sales interactions to directly impact acquisition of outside assets
conduct 12 to 15 in-depth client appointments weekly
deliver educational seminars/webinars on relevant topics
coach advisors
facilitate internal meetings with advisors
partner with local leadership
use Salesforce and technology extensively to engage opportunities
travel associated with regional coverage is estimated at 50%

A college degree is the minimum educational standard for applicants
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

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

Fixed Income Regional Brokerage Consultant

Key skills