GeorgetownRecruiter
the smart solution for Georgetown jobs

Regional Brokerage Consultant - Houston, TX (Georgetown)

Company: Fidelity Investments
Location: Georgetown
Posted on: May 8, 2018

Job Description:

Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity s Brokerage offering
The Expertise We re Looking For

  • Extensive sales experience in the financial service industry
  • Extensive knowledge of fixed income, equity and option markets, including market mechanics
  • Experience in using technical analysis for trading strategy development and position management
  • Series 7 & 63 The Purpose of Your Role Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity s Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results. The Skills You Bring
    • Effectively execute sales strategies and tactics specifically related to brokerage business
    • Superior presentation skills with respect to team meetings as well as large educational workshops
    • Expert knowledge on equities, fixed income, ETF s, technical analysis, options and market mechanics
    • Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives. The Value You Deliver
      • Acquisition of external accounts from competitors
      • Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
      • Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives
      • Position deeper development of clients for sales associates
      • Ensuring sales associates understand and utilize all brokerage service models
      • Serving as liaison to various internal business partners providing expertise on the capital markets, high net worth service models, lead generation and partnership practices.
      • Growing awareness of Fidelity s Brokerage offerings by presenting at national seminars, tradeshows, summits and expos.
      • Assisting Brokerage Product teams with platform development, online tools, research and competitive insight How Your Work Impacts the Organization
        The Regional Brokerage Consultant provides (and coaches sales associates toward) educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.comEmployer is an equal opportunity employer.

        Keywords: Fidelity Investments, Georgetown, Regional Brokerage Consultant - Houston, TX (Georgetown), Professions, Georgetown, Texas

        Click here to apply!

        Didn't find what you're looking for? Search again!


        I'm looking for
        in category
        within


Other Professions Jobs


Oilfield Drivers CDL A and Tanker Local Driver Routes, Short Haul NO E
Description: Job Description: br br 2500 Sign-On Bonus for Local Drivers, New Trucks, Housing br Oilfield Drivers CDL A br br Call Immediately for this br amazing opportunity or Apply Online Below (more...)
Company: M&W Hot Oil
Location: Austin
Posted on: 05/22/2018

CDL A Company Team Drivers
Description: Team Driver Benefits Specialized freight including Arms 38 Ammunition AA 38 E for military 2,500 Sign-On Bonus per Driver Average Pay 1,400- 1,700 Per Driver Up To 80,000 Per Driver
Company: Tri State Motors
Location: Austin
Posted on: 05/22/2018

Inside Sales Consultant - Remote (home-office)
Description: Sales Consultant, to work remotely from your own home-office in Texas, Florida or Colorado br About the position: br Diversity job search industry leader, LATPRO Inc., has an opening on its sales (more...)
Company: LatPro, Inc. / DiversityJobs
Location: Austin
Posted on: 05/22/2018


CDL A Truck Driver - Military Veterans - Entry Level&Top Starting Pay
Description: CDL A Truck Driver - Military Veterans - Entry Level Top Starting Pay Military Veterans - Now you can earn up to 82,000 your first year as a professional truck driver with our NEW Post-9/11 GI Bill Apprenticeship (more...)
Company: US Xpress
Location: Austin
Posted on: 05/22/2018

CDL-A OTR Owner Operator Truck Driver & Lease Purchase Opportunities
Description: STI is offering 6K to 12K bonus for Solo or Team O/O L/P drivers. Hear why our turnover rate is less than 25 Who else can say this Out of 525 drivers -- 138 drivers have more than 20 years of (more...)
Company: Trans-System
Location: Taylor
Posted on: 05/22/2018

Local Company Drivers - $2500 Sign On Bonus!
Description: CDL-A COMPANY TRUCK DRIVER OPPORTUNITIES LOCAL RUNS --- HOME DAILY 38 WEEKENDS If you are 23 years or older, have a minimum of 1-year tractor-trailer experience and a safe driving record, call today (more...)
Company: CKJ Transport
Location: Dripping Springs
Posted on: 05/22/2018

Lyft Driver - Get Paid the Same Day with Express Pay - $375/
Description: What is Employer br Employer matches drivers with passengers who request rides through the Employer smartphone app. Signing up to be a Employer driver is the perfect opportunity for you to set your (more...)
Company: Lyft
Location: Driftwood
Posted on: 05/22/2018

Class A CDL Owner Operators - Impressive Profits (Pflugerville,TX)
Description: Job Description: br Call 844 - , br Or visit br Owner Operators: Earn 85 of gross revenue on loads YOU choose and rates YOU negotiate. br br Enjoy HIGHER EARNING POWER on great runs (more...)
Company: Enspiren Transport
Location: Pflugerville
Posted on: 05/22/2018

Lyft Driver (Part Time)
Description: What is Employer br Employer matches drivers with passengers who request rides through the Employer smartphone app. Signing up to be a Employer driver is the perfect opportunity for you to set your (more...)
Company: Lyft
Location: Cedar Park
Posted on: 05/22/2018

Industrial Maintenance Mechanic
Description: Job DescriptionIndustrial Machinery Mechanic ndash Repair, install or maintain production equipment including PLC, high voltage and three phase electrical as well install new electrical service within (more...)
Company: The Daniel Group
Location: Pflugerville
Posted on: 05/22/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Texas jobs by following @recnetTX on Twitter!

Georgetown RSS job feeds