Fidelity Investments
Job Description: What’s a career at Fidelity like?
It starts with putting our clients’ best interests first and providing comprehensive guidance with integrity.
That’s what you’ll do every day.
But you won’t be alone.
You’ll have the support of one of the global leaders in financial services.
Innovative products and services at your fingertips.
And, with our culture of coaching and continuous improvement, you’ll have the support, training and development, mobility and amazing opportunities you need to define your future.APPLY.
HIRING IMMEDIATELYIf you currently hold a Series 7 license, we would like to speak with you!
Roles are available for hire now and we are seeking individuals ready to make a difference for our clients.
Virtual interview and onboarding, as well as access to our virtual training and support.
Full access to work from home capabilities to support our clients remotely.
The TeamIn our Regional Centers, you are the voice of Fidelity.
If you have always been the type of person that is outgoing, likes to help people by offering guidance, and wants to focus on solutions; it’s time to do that while expanding your investment knowledge.
You’ll feel right at home as a member of our client-focused organization building on your skill sets over time to becoming an experienced financial planner.The Expertise You Have FINRA Series 7 required, 63 or 66 preferred A college degree is encouraged yet not required A passion for the financial services market, economy and industry trends 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 Skills You Bring Previous success in a sales role or an aptitude to excel in a sales environment Proven client service, client support and problem resolution skillsAbility to effectively influence others Driven by results, you take initiative and surpass expectations Desire to work in a dynamic, team-based environment who truly wants to make a difference in the lives of our clients Natural tendency to be a great listener, curious, approachable and coachable Tech savvy and have experience navigating multiple applications to respond to client inquiries The Value You Deliver You will engage clients through phone interactions, helping them make clear decisions and feel confident in taking steps towards achieving their own financial dreams.
You’ll see existing relationships develop as you identify clients’ needs and offer customized solutions based on in-depth knowledge of Fidelity’s products and services.
You’ll have access to the best guidance tools in order to match needs with suitable solutions.Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.
We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visit Fidelitycareers.com Fidelity Investments is an equal opportunity employer.
Certifications: Series 07 FINRA, Series 63 FINRA Category: Sales We welcome those with experience in jobs such as Franchise Executive, Sales Professional, and Medical Sales Rep and others in the Sales to apply.