Job Description:

TheRole 

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.

The base salary range for this position is $65,000-$138,000 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.

Certifications:Series 07 - FINRA, Series 63 - FINRA

Category:Sales