Regional Director – Raleigh-Durham, North Carolina Territory

Fidelity Investments

. Consult on Fidelity products, investment perspectives, and financial markets to support clients’ investing goals .

Posted 9/22/2026full-timeRemote • North Carolina • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services sales, with a strong focus on consultative selling and relationship management. Proficient in representing a range of investment products and providing tailored solutions to financial advisors.

Highest-signal resume keywords

Field Sales ExperienceSeries 7 CertificationSeries 63 CertificationConsultative Sales SkillsInvestment Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionMarket InsightInvestment Product SolutionsMutual Funds RepresentationETFs RepresentationCustom Model PortfoliosSMAs RepresentationDirect IndexingAlternative Investments

Soft Skills

Outstanding CommunicationNegotiation AbilitiesDecision MakingMulti-tasking AbilitiesInterpersonal Skills

Certifications & Qualifications

Bachelor's DegreeCIMA CertificationCFA Certification

Industry Keywords

Financial ServicesSalesBroker/DealerWirehouseInvestment Perspectives

About the role

Key responsibilities & impact

Consult on Fidelity products, investment perspectives, and financial markets to support clients’ investing goals
Collaborate with internal partners and specialists to service financial professionals and create new partnership opportunities
Support and drive sales through independent broker/dealer and wirehouse financial advisors
Provide market insight, portfolio construction guidance, and investment product solutions
Make in-person sales calls with financial advisors
Partner with internal and specialist teams to drive new business, retain assets, and grow market share
Represent Fidelity Institutional Core Wealth distribution team across the Eastern Carolinas territory

Requirements

What you’ll need

Bachelor’s Degree required
Series 7 and 63 required
Must live within the designated Raleigh-Durham, North Carolina territory
Must live and work from home in the designated territory
5 years of field sales experience, working within financial services highly preferred
CIMA or CFA desired
Passion for the financial services industry
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
Ability to represent Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments
Excellent interpersonal skills
Passion for sales and ability to uncover and qualify new opportunities
Effective consultative sales and presentation skills
High aptitude to learn new things quickly and adapt to new situations
No immigration sponsorship provided
Must satisfy applicable regulatory and background-history requirements

Benefits

Comp & perks

Growth and development opportunities for employees
Professional growth and long-term expanded career opportunities
Encouraging team environment
Fidelity investment products, tools, and resources