Fidelity Investments
Investment Solutions Representative I - Merrimack, NH (Evergreen)
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Investment Solutions Representative I - Merrimack, NH (Evergreen)
Investment Solutions Representative
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?
Join a team that is 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, enabling long‑term success for you and our clients.
The Expertise We’re 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 licensed
Series 63 and 65 or 66 licensed OR ability to acquire upon hire
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
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. 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 skills
Benefits
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Benefits at Fidelity Investments
Story about how we are helping our employees pay back their student loan debt
Certifications
Series 07 – FINRA, Series 66 – FINRA
Most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to remote or fully onsite roles.
Federal Securities Law Disclaimer:
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
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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?
Join a team that is 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, enabling long‑term success for you and our clients.
The Expertise We’re 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 licensed
Series 63 and 65 or 66 licensed OR ability to acquire upon hire
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
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. 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 skills
Benefits
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Benefits at Fidelity Investments
Story about how we are helping our employees pay back their student loan debt
Certifications
Series 07 – FINRA, Series 66 – FINRA
Most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to remote or fully onsite roles.
Federal Securities Law Disclaimer:
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
#J-18808-Ljbffr