Financial Representative
Company: Fidelity Investments
Location: Layton
Posted on: November 14, 2023
Job Description:
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 benefit programs
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:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments 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: 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 -
Glassdoor Employees' Choice Award , we have been recognized by our
employees as a Best Place to Work in 2023. 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. At Fidelity, 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 " Dynamic
Working ". Most associates will have a hybrid schedule with a
requirement to work onsite at a Fidelity work location for at least
one week, 5 consecutive days, every four weeks. These requirements
are subject to change. 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 Accommodation Team by
sending an email to - accommodations @fmr.com , or by calling
800-835-5099, prompt 2, option 3. At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry . Certain roles may require candidates
to go through a preliminary credit check during the screening
process. Candidates who are presented with a Fidelity offer will
need to go through a background investigation and may be asked to
provide additional documentation as requested. This investigation
includes but is not limited to a criminal, civil litigations and
regulatory review, employment, education, and credit review (role
dependent). These investigations will account for 7 years or more
of history, depending on the role. Where permitted by federal or
state law, Fidelity will also conduct a pre-employment drug screen,
which will review for the following substances: Amphetamines, THC
(marijuana), cocaine, opiates, phencyclidine. We welcome those with
experience in jobs such as Accounts Receivable Clerk, Accounts
Payable Clerk, and Residential Real Estate Agent and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Layton , Financial Representative, Accounting, Auditing , Layton, Utah
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