Detalles del trabajo
Area del puesto: Servicios Generales / Varios
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:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
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
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany 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.
