Regional Investment Consultant - Rhode Island

  • Competitive
  • Smithfield, RI, USA
  • Permanent, Full time
  • Fidelity Investments
  • 24 Jan 18 2018-01-24

Regional Investment Consultant - Rhode Island

Are you a passionate and self-motivated person who would thrive in a collaborative competitive environment? If so, come build your career with us!

The Fidelity Institutional Asset Management (FIAM) Sales Desk is a collaborative, competitive, fast paced and exciting environment. In this role you will get an extensive, paid training program that will expose you to the various facets of the financial services industry.

The Expertise We're Looking For

  • Bachelor's Degree
  • Series 7 and 63 Required
  • Passion for the financial or investment management industry
  • A minimum of 2 years of financial sales experience

The Purpose of Your Role

As a Regional Investment Consultant your primary responsibility will be supporting and driving sales with financial advisors in your respective territory via the phone. You'll work on a daily basis to provide valuable market insight, portfolio construction guidance, and investment product solutions to Financial Advisors by utilizing a consultative sales process.

The Skills You Bring
  • You have excellent sales skills: probing, probing, listening, closing and territory management
  • You have strong interpersonal skills, and multi - tasking abilities
  • You are committed to constant self-improvement and exhibit a competitive drive
  • You thrive in fast paced and team oriented environment
  • You are extremely resourceful, organized, and ability to prioritize multiple priorities
  • You have a high aptitude to learn new things quickly and adapt to new situations
  • Your effective listening, communication and presentation skills
  • You have a strong understanding of the current financial markets

The Value You Deliver
  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
  • Collaborating with internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.
  • Utilize sales and business management skills to build, develop and manage a pipeline of business
  • Utilize communication and presentation skills to demonstrate and deliver Fidelity's investment capabilities and solutions

If you love working with people and have a passion for financial services and markets, this is the job for you!

How Your Work Impacts the Organization

You have the opportunity to help FIAM's goal of becoming the "first call" that select Financial Advisors and Institutions make when they encounter challenges in their practice. Additionally, as a sales person you influence and directly impact the revenue and profitability for the firm.

What will you receive from us?
  • Ongoing training and personal development time to prepare you for long-term career growth and success
  • Ongoing coaching and feedback from your direct manager, including career development guidance
  • Access to cutting edge tools and technology
  • Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
  • Access to a variety of employee resource groups and volunteer opportunities within the local community
  • Networking opportunities with Fidelity leaders and colleagues across the organization and region
  • Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias
  • 23 days of PTO per year plus 8 federal holidays
  • An array of competitive employee benefits, including tuition reimbursement and student loan assistance for eligible employees. To learn more about our employee benefits please visit:
Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.