Financial Services Representative
Company: Careerbuilder-US
Location: Bountiful
Posted on: January 27, 2023
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Job Description:
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients
and would rather have the time to deepen relationships and create
complex financial plans, then join a team that is a stable industry
leader. Fidelity provides a business model with an existing client
base and institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with
your customers, offering guidance and personalized planning, while
helping extend the reach of the firm's brand. We fully support you
with an open architecture product platform and top resources in the
financial industry, while you nurture relationships with an
existing client base.
The Expertise Were Looking For
Previous success in building relationships, uncovering needs and
recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and
appropriate state registrations OR ability to acquire series 65/66
upon hire
Keen ability to present complex solutions to a knowledgeable client
base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you
do not already have a CFP or degree, our Tuition Reimbursement
program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to"
attributes
Committed to delivering an outstanding customer experience with a
passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and
exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelitys greatest advantage is our people, and we believe it is
important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And ourbenefit programsare designed to help
you and your family strike the right balance. We offer training
in-branch, regionally, nationally, and virtually to help you with
all aspects of your business. You will not fail due to a lack of
training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
Supporting our clients by providing comprehensive investment
solutions and retirement plans to meet their needs both now and for
their future
Effectively engage clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
You have a steadfast commitment to your clients while making a
positive impact in the community
Please see below for the salary range for work locations in
Colorado only: N/A
Please see below for the salary range for work locations in New
York City, Westchester County, NY and Jersey City, NJ only: N/A
Please see below for the salary range for work locations in
California only: N/A
Please see below for the salary range for work locations in
Washington only: N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66
- FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients money.
Join Us
At Fidelity, youll find endless opportunities to build a meaningful
career that positively impacts peoples lives, including yours. You
can take advantage of flexible benefits that support you through
every stage of your career, empowering you to thrive at work and at
home. Honored with a Glassdoor Employees Choice Award , we have
been recognized by our employees as a Best Place to Work in 2022.
And you dont need a finance background to succeed at Fidelitywe
offer a range of opportunities for learning so you can build the
career youve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what were calling " Dynamic Working ."
We invite you to Find Your Fidelity at fidelitycareers.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
Accommodation Team by sending an email to accommodations @fmr.com ,
or by calling 800-835-5099, prompt 2, option 3.
We welcome those with experience in jobs such as Accounting
Manager, Bilingual Customer Service , and Accountant and others in
the Accounting and Finance to apply.
Keywords: Careerbuilder-US, Bountiful , Financial Services Representative, Other , Bountiful, Utah
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