Charitable Solutions Consultant

Job Description:

The Role

The Sr. Charitable Solutions Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships across the Fidelity Wealth Organization. Providing charitable planning support, education and Donor Advised Fund subject matter expertise to Fidelity Wealth Advisors and their clients.

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and Skills You Bring

• Bachelor’s degree
• Solid understanding of the financial advisor industry and financial planning experience
• Fundraising, sales, or relationship management experience is helpful.
• Consistent track record of being intellectually curious and driven to constantly improve.
• A dynamic personality with a high level of passion and motivation to achieve goals.
• High ability to learn new insights and skills quickly while constantly adapting to new situations.
• Dedication to constant self-improvement and exhibit a competitive drive.
• Comfortable making outbound phone calls to influence financial advisors on the impact of donor advised funds and the importance of charitable planning.
• A competitive drive and resiliency to achieve your goals.
• Proven track record to continuously uncover new prospects and opportunities.
• Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.
• Motivated toward success, willing to demonstrate ownership and committed to achieving substantial goals.
• Expert in the consultative selling approach to better understand the needs of the advisors.
• Ability to build positive relationships with advisors in order to influence and exceed fundraising goals.

The Team

The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising and Distribution.

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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.