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Rating:Fido Wants an Internal Wholesaler Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, January 18, 2013

Fido Wants an Internal Wholesaler

Reported by Tommy Fernandez

The Boston Behemoth wants an internal wholesaler for the Providence region.

According to the Linkedin posting, Fidelity [profile] wants the executive for its Fidelity Financial Advisor Solutions (FFAS) division.

FFAS, according to the company, "provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. Fidelity Investments Institutional Services Company's total assets under management are over $293 billion."

The primary responsibility for this internal wholesaler, or regional investment consultant, will be "to drive sales with top clients and prospects via the phone in our Broker/Dealer channel." A big gaol would also be to "drive sales of the Fidelity Advisor Fund product line."

  More info on the job can be here

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