Regional Brokerage Consultant, Fixed Income - Dallas/Houston

The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets.

Responsibilities

Support clients and advisors within a region of Fidelity Investor Centers and Regional Centers; Engage in sales interactions to directly impact acquisition of outside assets; Work through client and advisor education to foster deep engagement and sales results; Conduct in-depth client appointments; Coach advisors; Facilitate internal meetings with advisors; Partner with local leadership to drive referrals and engagement; Use Salesforce and technology to engage opportunities; Support financial advisors by onboarding new self-directed clients; Help retain and develop existing clientele

Requirements

A college degree is the minimum educational standard for applicants; Minimum of 15 years proven experience (13 years with a Master's Degree); Demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc); Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction; Ability to build and facilitate group trainings; Ability to work independently and autonomously without direct supervision; Strong organizational, interpersonal and relationship-building skills; Proven territory leadership skills and practical experience with needs-based selling; Series 07 - FINRA; Series 63 - FINRA; Travel associated with regional coverage is estimated at 50%

Nice to have

Business-related field is preferred; Knowledge of additional securities such as mutual funds and ETFs is preferred

Benefits

industry-leading benefits