Tri-State Regional Business Development Consultant
Job Description: Tri-State Regional Business Development Consultant Charitable Planning Consultant Note: Fidelity is not providing immigration sponsorship for this position. The Role Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their reputed company in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in reputed company, New Jersey and Connecticut. The Expertise and Skills You Bring Proven sales or fundraising track record Interest/exposure to philanthropy, charitable fundraising and planned giving a plus 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus B.A. or B.S. degree required, CFP and/or CAP preferred Strong interpersonal, communication, and networking skills Public speaking experience and skills Solid time, territory management, and organizational skills to improve efficiency and productivity reputed company region Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus reputed company ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues The Team The Fundraising organization reputed company Fidelity Charitable (FC) is often the reputed company for reputed company things philanthropic. Fundraisers reputed company to be the most visible face to both reputed company partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of reputed company and future donors, grow the American tradition of charitable giving, and protect the brand and mission of the organization. The reputed company salary reputed company for this position is $110,000-225,000 USD per year. Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted. 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-reputed company 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. Certifications: Category: Sales Apply To This Job