Fidelity Investments
Job Description Job Description: Do you have a passion for providing outstanding customer experience for each client you connect with?
Do you excel in a fast-paced, team
– oriented environment, that focuses on driving customer loyalty and assisting with the service & trading needs of clients?
As a Licensed Financial Associate, you’ll use your superior service and problem resolution skills to seek the challenges of our most valuable customers.
The Team While every Fidelity location has distinctive regional characteristics, each one fosters a culture that promotes teamwork, service excellence and relationship building.
Always putting the customer first, respect, integrity, honesty, and innovation are values shared across the organization.
This is what sets us apart from our competition.
Relocation assistance may be available for those who meet eligibility requirements.
The Expertise You Have * Series 7 required; Series 63 is a plus (and must be obtained within first 90 days) * 2 – 3 years of previous financial services experience * *The Skills You Bring* * Dedication to delivering a premier experience in every client interaction * Ability to self-motivate, with strong organizational skills and a keen attention to detail * Introductory understanding of general financial planning concepts, but eager to learn more!
* You are comfortable with technology and navigating integrated software solutions and tools * *The Value You Deliver* * Engage with customers via inbound calls, promptly assessing their inquiries and providing service solutions to fulfill their needs * Uncover opportunities and identify products and services that will enhance the client’s financial success * Collaborate with internal business partners to research and resolve sophisticated client requests * Working well independently, you also interact professionally with your remote peers and managers, functioning as an integral part of a virtual team * Open to working various varying shift schedules, including evenings and weekends * *How Your Work Impacts the Organization* If you are ready to build on your service experience, hone your problem resolution skills and take your career to the next level, this rewarding Regional Center position is perfect for you.
Offering extraordinary income potential, including variable compensation and recognition bonuses, and a clear development path to financial sales or support roles.
Launch your career in the Licensed Financial Associate role.
COVID work policy Safety is our top priority, so this role will be fully remote for the short term.
Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach.
You’ll be spending some of your time onsite depending on the nature and needs of your role.
Dynamic working – post pandemic Our aim is to combine the best of working offsite with coming together in person.
For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
Learn More: (Dynamic Working)(https://jobs.fidelity.com/dynamic-working/) Certifications: Series 07
– FINRA Company Overview At 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.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Find your Fidelity at (fidelitycareers.com)(https://jobs.fidelity.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 Leave of Absence/Accommodation Team by sending an email to (accommodations @fmr.com)(mailto:accommodations@fmr.com), or by calling 800-835-5099, prompt 2, option 2.