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QUIERO TRABAJAR

FINANCIAL CONSULTANT - SARASOTA, FL - LAUREL

Publicado: hace un dia

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 65 and/or 66 and state registrations required within 3 months of hire

  • Experience with High Net Worth clients

  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

  • Remarkable knowledge of investment products

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Accountant, Billing, Cost, and Rate Clerk, and Staff Accountant and others in the Accounting and Finance to apply.
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FIDELITY INVESTMENTS

FINANCIAL PLANNER - HOBE SOUND

Publicado: hace 2 semanas

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
  • Remarkable knowledge of investment products
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Billing and Posting Clerk, Retail Sales Representative, and Bookkeeper and others in the Accounting and Finance to apply.
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FIDELITY INVESTMENTS

FINANCIAL CONSULTANT - JACKSONVILLE, FL - FRUIT COVE

Publicado: hace 2 semanas

Job Description:

Financial Consultant, Regional Center

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 66 (63/65) and Insurance Licenses preferred (or to be obtained upon hire)

  • Five years financial services experience, with 3-5 years of sales experience

  • A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base via phone. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets and investment products, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele

  • Self-starter who is able to work independently and has demonstrated a track record of achievement.

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

  • Growth mindset, both personally and professionally.

The Value You Deliver

  • By developing and deepening existing client relationships through complex financial planning, you will grow your book of business with Fidelity’s support and resources. 

  • Your integrity, insights, communication skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

  • Developing existing relationships to retain and increase total assets and profitability

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

How Your Work Impacts the Organization

Working in our Regional Center, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.

While you build relationships here, you will also be building your career!

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
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FIDELITY INVESTMENTS

WORKPLACE PLANNING CONSULTANT I - JACKSONVILLE, FL - JACKSONVILLE

Publicado: hace 2 semanas

Job Description:

Workplace Planning Consultant I

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

We believe your knowledge and expertise of workplace products helps you gain trust with our 401(k) plan participants. We know you will inspire participant dedication and engagement to develop long-lasting positive relationships with Fidelity.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

  • FINRA Series 7 required

  • FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)

  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions

  • Demonstrated customer service, relationship management and sales skills

The Purpose of Your Role

As a Workplace Planning Consultant I, you will be focused on helping our participants achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans and retail account options over the phone. You will provide planning and advice on a wide range of topics, including 401(k) plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness. By using digital resources and support tools, you will recognize and present guidance on a plan that best meets the participant’s investment goals.

The Skills You Bring

  • You have superb relationship and customer service experience

  • Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare you for this role

  • Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interaction

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

The Value You Deliver

  • Provide 401(k) plan participants with retirement planning and investment advice

  • Build lifetime relationships across Fidelity by understanding the participant’s holistic financial need

  • Engage and educate participants on a broad range of plan benefits

  • Resolving needs of the participants to ensure a positive experience

How Your Work Impacts the Organization

This role is part of Fidelity’s Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.


We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 63 - FINRA



Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.


Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.


Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

... Ver más detalles
POSTULAR
FIDELITY INVESTMENTS

FINANCIAL PLANNER - BRYCEVILLE

Publicado: hace 3 semanas

Job Description:

Financial Consultant, Regional Center

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 66 (63/65) and Insurance Licenses preferred (or to be obtained upon hire)

  • Five years financial services experience, with 3-5 years of sales experience

  • A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base via phone. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets and investment products, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele

  • Self-starter who is able to work independently and has demonstrated a track record of achievement.

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

  • Growth mindset, both personally and professionally.

The Value You Deliver

  • By developing and deepening existing client relationships through complex financial planning, you will grow your book of business with Fidelity’s support and resources. 

  • Your integrity, insights, communication skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

  • Developing existing relationships to retain and increase total assets and profitability

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

How Your Work Impacts the Organization

Working in our Regional Center, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.

While you build relationships here, you will also be building your career!

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
... Ver más detalles
POSTULAR
FIDELITY INVESTMENTS

ENTRY LEVEL FINANCIAL ADVISOR - JACKSONVILLE

Publicado: hace 4 semanas

Job Description:

Workplace Planning Associate

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

  • Outstanding customer relations experience
  • Sales experience is a plus
  • FINRA Series 7 OR ability to acquire series 7 upon hire
  • High degree of motivation and able to work collaboratively
  • Knowledge of a consultative relationship process helpful

The Purpose of Your Role

As part of the Workplace Planning and Advice outbound call team, you will engage inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance – and to get the results you are striving toward.

The Skills You Bring

  • An understanding of a sales process, including customer calling and working with warm leads
  • Active listening and time-management skills
  • Being coachable, collaborative, and curious are your "go to" attributes

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are crafted to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Training for Your Role

We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 66 licenses.

The Value You Deliver

  • Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
  • Building rapport and opening a conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
  • Learn book-management skills and effectively handling leads through lead utilization
  • Set up targeted appointments to address client needs related to products and services

How Your Work Impacts the Organization

This role is part of Fidelity’s Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 66 - FINRA



Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.


Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.


Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

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FIDELITY INVESTMENTS

PLANNING CONSULTANT - TAMPA, FL - GREATER NORTHDALE

Publicado: hace un mes

Job Description:

Planning Consultant

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities

The Value You Deliver

  • Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client’s success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.  This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Bilingual Customer Service , Billing, Cost, and Rate Clerk, and Retail Sales Representative and others in the Accounting and Finance to apply.
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FIDELITY INVESTMENTS

FINANCIAL CONSULTANT - JACKSONVILLE, FL - MIDDLEBURG

Publicado: hace un mes

Job Description:

Financial Consultant, Regional Center

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 66 (63/65) and Insurance Licenses preferred (or to be obtained upon hire)

  • Five years financial services experience, with 3-5 years of sales experience

  • A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base via phone. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets and investment products, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele

  • Self-starter who is able to work independently and has demonstrated a track record of achievement.

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

  • Growth mindset, both personally and professionally.

The Value You Deliver

  • By developing and deepening existing client relationships through complex financial planning, you will grow your book of business with Fidelity’s support and resources. 

  • Your integrity, insights, communication skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

  • Developing existing relationships to retain and increase total assets and profitability

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

How Your Work Impacts the Organization

Working in our Regional Center, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.

While you build relationships here, you will also be building your career!

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
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FIDELITY INVESTMENTS

PLANNING CONSULTANT - TAMPA, FL - CHEVAL

Publicado: hace un mes

Job Description:

Planning Consultant

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities

The Value You Deliver

  • Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client’s success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.  This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Controller and others in the Accounting and Finance to apply.
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FIDELITY INVESTMENTS

INVESTMENT SOLUTIONS REPRESENTATIVE - GREATER MIAMI, FL AREA - NICHOLS

Publicado: hace un mes

Job Description:

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro Miami area! The position is remote and requires that you reside in the Greater Miami, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services
  • Comprehensive understanding of financial services markets, the economy and of industry trends
  • FINRA Series 7 license required
  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire
  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Shift Leader, Senior Account Manager, and Outside Sales Representative and others in the Sales to apply.
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FIDELITY INVESTMENTS

CLIENT MANAGEMENT REPRESENTATIVE - GREATER TAMPA, FL AREA - KEYSTONE

Publicado: hace un mes

Job Description:

Fidelity Investments’ Racial Equity & Diversity Pledge

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Client Management Representative

We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.

We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater Tampa, FL area! The position is fully remote and requires you reside in the Greater Tampa, Florida area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Expertise We’re Looking For

  • Series 7 (required)
  • Series 66 (63/65) preferred (paid training provided)
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts
  • Shown customer service, relationship management and sales skills
  • Ability to work 100% percent remotely
  • Bilingual in Spanish and English is a plus

The Purpose of Your Role

Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.

The Skills You Bring

  • Strong verbal and written communication skills
  • Your ability to effectively influence others
  • Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization
  • Strong technological acumen and comfort with learning how to use new tools
  • Excels in paperless work environment by leveraging technology
  • Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
  • Have robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues
  • Having previous experience consulting with clients or possess a dream to learn this approach

Our Investments in You

We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

The Value You Deliver

  • Educating clients on an ongoing basis regarding asset allocation
  • Conducting annual reviews of client’s profiles to ensure suitable portfolio allocations
  • Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
  • Conducting welcome calls with new clients to solidify the relationship and outline the service model
  • Resolving service requests in coordination with PAS Service Specialists

How Your Work Impacts the Organization

The Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choice. We are proud of our

diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

Fidelity Investments is an equal opportunity employer.

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Sales Executive, General Sales Manager, and Sales Representative and others in the Sales to apply.
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FIDELITY INVESTMENTS

INBOUND PLANNING REPRESENTATIVE - KEYSTONE

Publicado: hace un mes

Job Description:

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro Miami area! The position is remote and requires that you reside in the Greater Miami, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services
  • Comprehensive understanding of financial services markets, the economy and of industry trends
  • FINRA Series 7 license required
  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire
  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Sales Professional, Area Sales Manager, and Territory Sales Professional and others in the Sales to apply.
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FIDELITY INVESTMENTS

HIGH NET WORTH SERVICE ASSOCIATE - GREATER TAMPA, FL AREA - ADAMSVILLE

Publicado: hace un mes

Job Description:

High Net Worth Representative

We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Tampa area! The position is remote and requires that you reside in the Greater Tampa Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As a High Net Worth Representative, you will be focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Value You Deliver

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,

  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The Expertise We’re Looking For

  • Series 7 required

  • Series 63 preferred (paid training & support provided)

  • Ability to work 100% percent remotely

  • 2-3 years of previous experience working in the financial services industry

  • Strong technological acumen and comfort with learning how to use new tools

The Skills You Bring

  • You have a broad-based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Ability to effectively influence others and use consultative skills to enrich the customer experience

Our Investments in You

We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 63 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Assistant Manger, Sales Floor, and Regional Manager and others in the Retail to apply.
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FIDELITY INVESTMENTS

ACTIVE TRADER SERVICE REPRESENTATIVE - GREATER MIAMI, FL AREA - GREATER NORTHDALE

Publicado: hace un mes

Job Description:

As a member of Fidelity’s Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity’s most active and complex traders, and therefore have complex trading and service need.  In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management.  You will help us to increase customer loyalty and drive business development opportunities.

We have a new and exciting opportunity for a Remote Active Trader Service Representative in the Greater Miami, FL area! The position is remote and requires that you reside in the Greater Miami, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.

The Expertise You Have

  • Series 7 & 63 required; Series 4 preferred
  • 2-3 years of previous financial services experience

The Skills You Bring

  • Proven customer service, client support and problem resolution skills
  • Expertise in equity and option trading, and margin
  • Ability to master the Fidelity trading tools and teach clients how to use them
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations.  
  • Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Certifications:

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




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Retail Store Manager, District Manager, and Retail Fashion Buyer and others in the Retail to apply.
... Ver más detalles
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FIDELITY INVESTMENTS

INVESTMENT SOLUTIONS REPRESENTATIVE - GREATER ORLANDO, FL AREA - HOLIDAY

Publicado: hace un mes

Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Orlando area! The position is remote and requires that you reside in the Greater Orlando, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads

  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 license required

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Sales Associate, Franchise Executive, and Sales Executive and others in the Sales to apply.
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FIDELITY INVESTMENTS

FINANCIAL SALES ASSOCIATE - VILLAS

Publicado: hace un mes

Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Orlando area! The position is remote and requires that you reside in the Greater Orlando, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads

  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 license required

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Account Executive, Promotional Products Sales, and Finance Manager and others in the Sales to apply.
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FIDELITY INVESTMENTS

INVESTMENT CONSULTANT - TAMPA, FL - DURANT

Publicado: hace un mes

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

You will develop financial plans customized to the needs of Fidelity’s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

The Skills You Bring

  • In a team-based, sales environment you take initiative and exceed expectations.
  • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
  • Incomparable consultative selling and organizational skills

The Value You Deliver

  • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
  • With our open architecture, you offer a wide broad range of financial products and services
  • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

How Your Work Impacts the Organization

Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 - FINRA, Series 63 - FINRA




Company Overview


At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.




Join Us


At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Sales Assistant, Territory Sales Professional, and Franchise Executive and others in the Sales to apply.
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PLANNING CONSULTANT - TAMPA, FL - SAFETY HARBOR

Publicado: hace un mes

Job Description:

Planning Consultant

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

The Expertise We’re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities

The Value You Deliver

  • Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client’s success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.  This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Billing and Posting Clerk, Accounting Assistant, and Retail Sales Representative and others in the Accounting and Finance to apply.
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FIDELITY INVESTMENTS

INBOUND SALES ASSOCIATE - HIGHLAND CITY

Publicado: hace un mes

Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Orlando area! The position is remote and requires that you reside in the Greater Orlando, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads

  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 license required

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Business Development Representative, Advertising Sales Manager, and Senior Account Executive and others in the Sales to apply.
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FIDELITY INVESTMENTS

INBOUND PLANNING REPRESENTATIVE - LAKELAND

Publicado: hace un mes

Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Orlando area! The position is remote and requires that you reside in the Greater Orlando, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads

  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

The Expertise We’re Looking For

  • Previous success in customer consultation or sales, preferably in financial services

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 license required

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.




Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Sales Assistant, Inside Sales Representative, and Finance Manager and others in the Sales to apply.
... Ver más detalles
POSTULAR
FIDELITY INVESTMENTS