Brokerage Consultant

Job Description – Brokerage Consultant 

As a Brokerage Consultant, you will partner with support a region of Fidelity Investor Centers to close opportunities, uncover client needs and communicate the benefit of the Fidelity's Brokerage offering to prospects and customers.  

 The Expertise We’re Looking For 

• Series 7, 63 licenses are required; Series 4 (Registered Options Principal) to be obtained within six months of hire 

• Demonstrated sales success in brokerage services or equivalent 

• Experience with U.S. equity markets, international equity markets, currency, options, and ETFs 

• Experience utilizing and customizing online platforms and research tools 

• Bachelor's degree with business concentration preferred 

The Skills You Bring 

• Strong market knowledge with focus on individual stocks, options, bonds, FI mutual funds, ETFs, and market mechanics 

• You can leverage relationships with regional business to support national business plan initiatives 

• You can work independently and autonomously without direct supervision 

• You are accountable to business partners while facilitating "best practice sharing" and dialogue 

• Networking and relationship building skills are your specialty 

• You enjoy working on a sales team in an often fast-paced, high volume environment 

How Your Work Impacts the Organization 

The Brokerage Consultant facilitates educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business. 

Fidelity Investments is an equal opportunity employer 

• Internal Job Description 

Internal Job Description 

As a Brokerage Consultant, you will partner with support a region of Fidelity Investor Centers to close opportunities, uncover client needs and communicate the benefit of the Fidelity's Brokerage offering to prospects and customers.  

 The Expertise We’re Looking For 

• Series 7, 63 licenses are required; Series 4 (Registered Options Principal) to be obtained within six months of hire 

• Demonstrated sales success in brokerage services or equivalent 

• Experience with U.S. equity markets, international equity markets, currency, options, and ETFs 

• Experience utilizing and customizing online platforms and research tools 

• Bachelor's degree with business concentration preferred 

The Skills You Bring 

• Strong market knowledge with focus on individual stocks, options, bonds, FI mutual funds, ETFs, and market mechanics 

• You can leverage relationships with regional business to support national business plan initiatives 

• You can work independently and autonomously without direct supervision 

• You are accountable to business partners while facilitating "best practice sharing" and dialogue 

• Networking and relationship building skills are your specialty 

• You enjoy working on a sales team in an often fast-paced, high volume environment 

How Your Work Impacts the Organization 

The Brokerage Consultant facilitates educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.