Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients.
At Fidelity, we have a relentless commitment to our clients.
Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.
We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your RoleWorking in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services.
Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireDegree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You BringYou have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of eachBeing coachable, collaborative, and curious are your ” Go to” attributesOutstanding consultative selling and organizational skillsIn a team-based, fast paced environment you take initiative and exceed expectations Our Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
And ourbenefit programsare designed to help you and your family strike the right balance.
We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
You will not fail due to a lack of training or onboarding!
The Value You DeliverProviding needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assetsWith our open architecture, you offer a wide broad range of financial solutionsEffectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills Certifications:Series 07 FINRA, Series 63 FINRA, Series 65 FINRACompany OverviewAt 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 UsAt 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 toaccommodations @fmr.Com, or by calling 800-835-5099, prompt 2, option 2.Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change.
As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.This is not a requirement to be vaccinated.
It is a requirement to report vaccination status and, if vaccinated, provide proof.
We welcome those with experience in jobs such as Staff Accountant, Bilingual Customer Service, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.