Job Description:

Brokerage Consultants acquire, develop, and retain relationships through market expertise and a deep understanding of Fidelity’s Brokerage offering. This acquisition occurs through direct customer interactions through partnership referrals via warm transfers and cold referrals.

The Expertise We’re Looking For Extensive sales experience in the financial services industryExtensive knowledge of equity and option markets, including market mechanicsExperience in using technical analysis for trading strategy development and position managementSeries 7 & 63Negotiation skills

The Purpose of Your Role

The Brokerage Consultant provides subject matter expertise to directly impact primary relationships with the primary objective of acquiring outside assets and secondary objective of positioning planning and referring client back to our advisory teams.

The Skills You BringFidelity Relationship Model Skills to connect, discover, and present our value based on client opportunityNegotiation skills across the margin, options, and cash offer spaceEffectively execute sales strategies and tactics specifically related to brokerage businessSuperior presentation skillsSubject Matter Expertise (SME) across independent investment vehicles: Equities, ETP’s, Options, Funds, Crypto.SME on market mechanics, technical analysis, fundamental analysisDeep level of knowledge on all Fidelity research, resources, and tools applicable to independent strategy managementAbility to support national brokerage initiatives and foster collaborative relationships with various business partners

The Value You DeliverAcquisition of external accounts from competitorsProviding timely subject matter expertise on market updates and promotions, enhancements, and changes within the brokerage product offeringsPosition deeper development of clients for advisor teams across PI DistributionEnsuring sales associates understand and utilize all brokerage service modelsAssisting Brokerage Product teams with platform development, online tools, research, and competitive insight

How Your Work Impacts the Organization

The Brokerage Consultant interacts with both our clients and business partners with educated Brokerage discussions, creating opportunities to grow relationships with current clients and develop new business.

Certifications:Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.