3 regional wholesaler jobs found

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with  growth and development opportunities for their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and...

What You Will Bring   Required Qualifications Bachelors Degree, or equivalent professional work experience 1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding of investment products, financial markets, and industry practices. FINRA Series 6 and 63 registrations, active upon hire FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire Prior account management experience or sales experience   Preferred Qualifications Knowledge of the investment industry, with the ability to identify and capitalize on business opportunities both within and beyond established markets Self-motivated, positive, and collaborative team player with effective communication skills and the ability to build lasting relationships with internal and external partners Understanding of the distinct needs of proprietary sales teams, external...

Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue...