Managed Solutions Consultant - SLC or DEN

Job Description:

Investments Solutions Consultant - Managed Accounts

Serving as the Managed Accounts subject matter authority and product specialist, this Investment Solutions Consultant is the senior sales partner for assigned branches and phone sites. Collaborating with Financial Consultants to generate new business, develop customer relationships and achieve Managed Account sales goals.
The

Expertise

We're Looking For
Series 7,63 & 66 and Bachelor's degree required
Significant and multifaceted experience in financial services, to include a solid understanding of asset allocation and financial planning
Solid understanding of all Fidelity products and industry alternatives
Up to15% travel in the field will be required
The

Purpose

of Your Role

Your role is to work with Branch Management and Regional Planning Consultants to develop a plan to achieve the managed account sales goal. You will assist with the execution of plan and tactics in conjunction with your business partners, while providing pertinent Managed Account market data and sales reports senior leadership. Ensuring consistency of strategy and approach to business opportunities across the network is critical.
The

Skills

You Bring
Expert-level of Consultative Selling Skills
Have excellent communication and presentation skills
Hardworking time management and interpersonal skills
The

Value

You Deliver
Your knowledge will be communicated in trainings related to sales strategies and product updates, to keep MA products top of mind.
You have a diligent focus on risk & compliance to ensure that new accounts are opened and funded accurately
Developing potential business opportunities within the representatives Book of Business and prioritizing appropriate next steps for pursuing new business opportunities.
Presenting Managed Money product updates and strategies during team meetings, 1:1s with sales reps, and informal and formal training sessions
Diligently focusing on risk & compliance, you help to ensure that sales reps are opening new accounts accurately and that they funded properly
How Your Work

Impacts

the Organization

Your support and influence of all things related to managed accounts, including but not limited to: pre-appointment planning, client appointments, client follow-up, assisting with paperwork, NIGO resolution, etc) is essential to the success of the sales representative and is imperative for the region's goal achievement.

The base salary range for this position is $90,000 - $140,000 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, Series 66 - FINRA

Category:

Sales
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