The Role
This role is designed to drive relationships and sales within our key strategic wirehouse firms. The majority of time will be spent with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives. There will also be considerable collaboration with our Relationship Management team and internal partners. We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background.
The Expertise and The Skills You Bring
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- Passion for the financial or investment management industry
- 10 years of field sales experience, preferable engaged with the wirehouse community
- Proven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
- Deep understanding of the needs of financial advisors and their management teams beyond products
- Outstanding communication, negotiation, decision making skills
- Ability to stay organized, be resourceful, and prioritize initiatives
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Ability to engage in and deliver valuable practice management insights
- Excellent interpersonal skills that translate into stronger relationships
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to thrive in our fast-paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
- Consulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions.
- Ultimately this role will lead to more relationships, stronger relationships, and sales growth across all areas of investment product.
The Team
Our Core Wealth Team with Fidelity Institutional is responsible for the distribution and promotion of Fidelity’s mutual funds, ETFs, SMAs, models, custom models, custom SMAs, and alternatives along with our practice management and thought leadership. This includes the utilization of our resources and tools including our full suite of Portfolio Construction capabilities. Within Core Wealth we provide valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. All within this team are responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities.
The base salary range for this position is $65,000-210,000 USD per year.
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:SalesSkills Required
- Bachelor's Degree
- Series 7 (FINRA)
- Series 63 (FINRA)
- CIMA or CFA
- 10 years of field sales experience, preferably with wirehouse community
- Proven experience managing and growing relationships with advisors, teams and centers of influence at firms like Morgan Stanley, Merrill Lynch, Wells Fargo, UBS
- Deep understanding of financial advisors' and management teams' needs beyond products
- Ability to represent and consult on Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Effective consultative sales, presentation, communication, negotiation and decision-making skills
- Ability to deliver practice management insights and collaborate across internal teams
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
