Regional Brokerage Consultant, Fixed Income - Dallas/Houston

About the Role

The Fixed Income Regional Brokerage Consultant (FI RBC) supports clients and advisors within a designated region of Fidelity Investor Centers and Regional Centers, engaging in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility, coupled with the ability to attract, retain, and develop clients who seek an active role in their investments.

A typical work week includes 12 to 15 in-depth client appointments, delivering educational seminars/webinars on relevant topics, coaching advisors, facilitating internal meetings, and partnering with local leadership. Extensive use of Salesforce and technology to engage opportunities is central to the role. Travel associated with regional coverage is estimated at 50%, though each region’s geography, size, and number of Investor Centers and Regional Centers is unique.

Responsibilities

• Support clients and advisors within a region of Fidelity Investor Centers and Regional Centers.
• Engage in sales interactions to directly impact acquisition of outside assets.
• Conduct 12 to 15 in-depth client appointments per week.
• Deliver educational seminars/webinars on relevant fixed income and credit market topics.
• Coach advisors and facilitate internal meetings with advisors and local leadership.
• Utilize Salesforce and other technologies to manage and engage opportunities.
• Travel up to 50% of the time for regional coverage.

Requirements

• College degree (business-related field preferred but not required).
• Minimum of 10 years of proven experience, with at least 5 years working directly with retail investors.
• Minimum of 5 years of demonstrated ability in fixed income and credit markets, with a focus on individual bonds (corporates, municipals, government, etc.). Knowledge of additional securities such as mutual funds and ETFs is preferred.
• Ability to influence business partners through empathy, curiosity, and dialogue while providing leadership and direction.
• Ability to build and facilitate group trainings.
• Ability to work independently and autonomously without direct supervision.
• Strong organizational, interpersonal, and relationship-building skills.
• Proven territory leadership skills and practical experience with needs-based selling.

The Team

Fidelity currently has only 28 Regional Brokerage Consultants (RBCs) nationwide, making this a highly specialized role. Each RBC covers an assigned territory, partnering with large call centers, a region’s network of local investor centers, or both. RBCs support financial advisors by onboarding new self-directed clients while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and relies on the RBC to add value to clients expressing interest in individual securities, especially when trading/investing with a competitor.

Work 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.

Certifications

• Series 07 - FINRA
• Series 63 - FINRA

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 self-regulatory organizations, including FINRA. These laws and regulations may restrict Fidelity from hiring individuals with certain criminal histories.