Fidelity Investments
Job Description:
If you’re looking to focus on deepening client relationships and creating sophisticated financial plans without the hassle of sourcing new clients, consider joining our well-established team. We offer a business model that gives you access to an existing client base and a plethora of institutional business referrals, making your role both impactful and rewarding.
The Purpose of Your Role
As part of our Investor Center, you will have the opportunity to engage directly with clients, providing tailored guidance and planning services while enhancing our company's brand presence. Our supportive environment combines an open architecture product platform with top-notch resources in the financial industry, allowing you to nurture and grow existing client relationships.
The Expertise We're Looking For
Proven ability in relationship building, identifying client needs, and recommending effective solutions.
Must possess FINRA Series 7 & 63 licenses; Series 65 or 66 licenses, or the willingness to acquire them upon hire.
Strong skill in presenting complex financial solutions to a knowledgeable clientele while establishing rapport.
A degree or professional certification (like CFP) is a plus; if applicable, our Tuition Reimbursement program can assist you in obtaining one.
The Skills You Bring
A knack for introducing diverse investment strategies and merging client assets through positive, focused discussions.
A coachable, collaborative, and curious mindset.
A passion for delivering exceptional customer experiences and helping clients thrive.
A results-oriented approach that motivates you to take initiative and continuously exceed client expectations.
In-depth knowledge of various investment solutions.
Our Investments in You
At Fidelity, our most valuable asset is our people. We recognize this by offering a competitive total rewards package that includes a stable base salary to acknowledge your achievements. Our benefits are designed to help you and your family achieve a healthy work-life balance. We provide comprehensive training across various platforms (in-branch, regionally, nationally, and virtually) to ensure your success in all aspects of your responsibilities.
The Value You Deliver
Your integrity, insights, and meticulous approach to planning enable you to guide customers toward their retirement goals.
Providing all-encompassing investment solutions and retirement strategies catered to meet both immediate and long-term client needs.
Engaging clients through personal interactions, showcasing your exceptional communication and relationship-building skills.
Demonstrating a strong commitment to clients while positively impacting the community.
The role is based in our office. Please note that most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F). This does not apply to remote or fully onsite roles.
Please be aware that Fidelity's operations follow strict regulations as outlined by various financial acts and self-regulatory organizations, which may affect employment eligibility based on certain criminal histories.