Job Description:
The Role
The Brokerage Consultant provides subject matter expertise to engage clients and prospects through discovery of their unique needs and to match those needs with appropriate tools, resources, service models and value. Key objectives include acquisition, retention, revenue growth and driving customer delight through client engagement to grow the Brokerage business.
Brokerage Consultants are responsible for acquiring external assets from competitor firms while fostering client retention and strengthening existing relationships with Fidelity. They provide timely subject matter expertise regarding market updates, promotional offerings, product enhancements, and changes within Fidelity's brokerage platform; additionally, they engage with a diverse client base across the retail investment spectrum, ranging from novice investors to sophisticated active traders, tailoring guidance to meet individual needs. Finally, brokerage consultants identify opportunities to deepen client relationships by connecting clients with specialized experts and service models, including Wealth Management and Premium Brokerage solutions, to support their evolving financial goals.
The Expertise and Skills You Bring
- Extensive sales experience in the financial services industry
- Extensive knowledge of equity and option markets, including market mechanics
- Experience in trading strategy development and position management
- Series 7 and 63
- Fidelity Relationship Model skills to connect, discover and present our value based on client opportunity
- Negotiation skills across margin, options and competitive offers
- Effectively carry out sales strategies and tactics specifically related to Fidelity’s brokerage business
- Subject matter expertise (SME) across independent investment vehicles: Equities, ETF’s, Options, Funds, Crypto and Alternative Investments
- Subject matter expertise (SME) on market mechanics, technical analysis, and fundamental analysis
- Deep level of knowledge on Fidelity’s brokerage offering, including research, resources and tools applicable to independent strategy management
- Ability to support national brokerage initiatives and foster collaborative relationships with various business partners
The Team
The Brokerage Consultant engages clients to grow the Brokerage business by deepening existing relationships, attracting new relationships and positioning appropriate solutions and resources that match client needs with Fidelity’s Brokerage solutions and value.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 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.
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.