Associate Financial Advisor
Company: Fidelity Investments
Location: Layton
Posted on: June 19, 2022
Job Description:
Job Description: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 world-class investment platform.
We empower professional growth, flexibility and support thus
enabling long-term success for you and our clients.The Expertise
Were Looking For
- Previous success in sales, preferably in financial
services
- Client or customer consultation experience
- Excellent phone and e-mail customer service skills
- Comprehensive understanding of financial services markets, the
economy and of industry trends
- FINRA Series 7 license preferred
- Series 63 and 65 or 66 licensed OR ability to acquire upon
hire
- Degree and/or other professional certifications are helpful; if
you dont already have a CFP or degree, our Tuition Reimbursement
program can help you obtain oneRelocation assistance may be
available for those who meet eligibility requirements.The Purpose
of Your RoleAs 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 youll 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. All the while, Fidelity will
provide the invaluable ongoing training that keeps our teams at the
forefront of our industry and opens pathways to further career
development.The Skills You Bring
- Comprehensive understanding/interest in the financial services
market, economy, and industry trends
- Results-oriented and comfortable working independently within
the infrastructure of a large organization
- Strong technology skills and comfort with learning how to use
new tools
- Strong time management skills to balance all components of the
sales process from profiling to contacting warm leads to post
appointment follow up and reporting
- Excellent interpersonal skills
- Robust influencing and client engagement skillsOur Investments
in YouWe believe it is important to approach life holistically.
Fidelitys greatest advantage is our people so our 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:
- Click here for a story about how we are helping our The Value
You Deliver
- Building and having fast-growing customer relationships by
identifying customers need and offering customized Fidelity
investment solutions based on in-depth knowledge of products and
services
- Providing investment direction by using guidance tools to match
needs with suitable guidance solutions such as products, research,
and/or services.
- Partnering with other functions and roles within the
organization to drive additional business
- 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 industryHow Your Work Impacts the
OrganizationThe Investment Solutions Representative works with
clients in Fidelitys Personal Investing business unit. Fidelity is
a leading provider of investment management, retirement planning,
family conversations, portfolio guidance, brokerage, benefits
outsourcing, and many other financial offerings. We have a
steadfast commitment to our clients, and 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. Youll be the one who will
personally work with them to help achieve their dreams- whether
thats saving for college, for retirement, for a big vacation, or
anything else. This is a serious responsibility and thats why well
surround you with amazing, supportive people and all the tools you
need.We believe in being #DifferentTogether. Fidelitys 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
policySafety 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 pandemicOur
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 youll 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:
Certifications:Series 07 - FINRA, Series 66 - FINRA
Company OverviewFidelity 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 UsAt Fidelity, youll 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 , we have been recognized by our
employees as a Best Place to Work in 2022. And you dont need a
finance background to succeed at Fidelitywe offer a range of
opportunities for learning so you can build the career youve always
imagined.Many of our associates are continuing to work remotely
temporarily due to COVID-19. When Fidelity employees eventually
return to the office, our goal is for most people to work flexibly
in a way that balances both personal and business needs with time
onsite and offsite through what we're calling '.'We invite you to
Find Your Fidelity at .
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, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Finance Manager,
Business Services Representative, and Sales Representative and
others in the Sales to apply.by Jobble
Keywords: Fidelity Investments, Layton , Associate Financial Advisor, Accounting, Auditing , Layton, Utah
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