Brokerage Consultant

Job Description:

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.

Certifications:

Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

Category:

Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

Client-provided location(s): Jacksonville, FL

Job ID: Fidelity-2113000

Employment Type: OTHER

Posted: 2025-07-24T23:43:52