Job Description:
Investment Solutions Representative
We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater San Diego area! The position is remote and requires that you reside in the Greater San Diego, California 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
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Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
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Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
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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
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Previous success in customer consultation or sales, preferably in financial services
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Comprehensive understanding of financial services markets, the economy and of industry trends
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FINRA Series 7 license required
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Series 63 and 65 or 66 licensed OR ability to acquire upon hire
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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
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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:
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We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
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Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
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Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – 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.