Financial Planner
Company: Fidelity Investments
Location: Lexington
Posted on: August 7, 2022
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Job Description:
Job Description: Phone Financial Consultant Is 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 The
Purpose of Your Role We work collaboratively with multiple business
specialists within a phone center and across a field network, we
are building the best possible customer experience to meet the
clients' broad range of investment needs. 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. Your sharp focus, motivational skills and
leadership qualities are prime attributes as you provide the
appropriate investment solutions to existing clients and help
expand the acquisition of new customers. The Skills You Bring 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 Our Investments
in You Fidelity---s 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 our benefit programs are
designed to help you and your family strike the right balance. The
Value You Deliver 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 Certifications: Series 07 - FINRA, Series
63 - 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,
you---ll 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 don---t need a finance background to succeed at Fidelity---we
offer a range of opportunities for learning so you can build the
career you---ve always imagined. Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, 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
we---re 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 Leave of
Absence/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 Residential Real
Estate Agent, Accounting Assistant, and Field Client Relationship
Manager and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Lexington , Financial Planner, Accounting, Auditing , Lexington, Kentucky
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