Job Description: Phone Financial Consultant
“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? 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.
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 work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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 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 can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
- Excellent knowledge of investment products
- Entrepreneurial spirit: experience 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
- 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
- Extraordinary listening and communication skills, confident public speaking, and group dynamics
- Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
Our Investments in You
We believe that a holistic approach to life is important. Our benefits 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
- No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
- Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
- Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
- You are developing existing relationships to retain and increase total assets and profitability
How Your Work Impacts the Organization
As the lead for the client management team, 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! 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 continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Certifications:
Certified Financial Planner / CFP - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission 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. Honored with a top 10 Best Place to Work in 2024, we have been recognized by our employees. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
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 Accommodation Team.
We welcome those with experience in jobs such as Senior Accountant, Field Client Relationship Manager, and Accounting Assistant and others in the Accounting and Finance to apply.
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