Job Description:
Job Title: VP, Retirement Advisor Consultant
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, )
The Expertise and Skills You Bring
- Experience in a business development or sales role
- Understanding of Advisor value proposition and experience
- Track record of running successful initiatives and projects
- Passion for relationship building and partnering
- Curious mind-set combined with a dynamic and flexible operating style
- Project organization, management, and deployment
- Series 7 & 63 licenses need to be acquired upon accepting the role
- Previous experience and knowledge of the retirement benefits landscape are must-haves
- Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
- External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
- Creative problem solving with an ability to combine analytical and critical thinking
- Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
- Curiosity about people, business, economics, and our product solutions
- Develop an Advisor network focused on growing and better servicing clients with Fidelity
- Create Advisor centric sales strategies with selling teams
- Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
- Support selling teams to deliver best in class sales meetings with Advisors
- Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
- Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
- Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
- Contribute to product development and process improvement efforts
The Team
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
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.
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:
SalesBenefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Business development or sales experience, advisor relationship management, project leadership, retirement benefits knowledge, strong communication, analytical thinking, and Series 7 and 63 licenses.
Key Responsibilities
- developing networks
- engaging advisors
- driving business
Skills & Tools
401(k)
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Washington or California or Oregon
- Salary: USD 65,000 – 75,000 / year
- Languages: English
Benefits
- Generous paid time off
- Tuition reimbursement
- Retirement plan
- Generous parental leave
About Fidelity Investments
A privately held financial services company providing investment, retirement, and wealth management solutions. — Industry: Finance