Mar 24, 2026
Fidelity Investments
Job Description: Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering The Expertise We're Looking For 10+ years of financial industry experience Extensive sales experience in the financial service industry Extensive knowledge of fixed income, equity and option markets, including market mechanics Experience in using technical analysis for trading strategy development and position management Series 7 & 63 Ability to travel up to 75% of the time The Purpose of Your Role Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity's Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client...
Professional Diversity Network
San Francisco, CA, USA
Full-Time
