-
ID
#44843268 -
Job type
Permanent -
Salary
TBD -
Source
Fidelity Investments -
Date
2022-08-12 -
Deadline
2022-10-11
Investments Operations Consultant
New Hampshire, Concord, 03301 Concord USAPermanent
Vacancy expired!
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 InvestmentsIs 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!
- 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
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
- 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
Vacancy expired!
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