Fidelity Investments

Fidelity Investments

11
Open Positions

Open Positions (11)

Financial Consultant - Orange County, CA

Full-time
Irvine, California, United States
1 month ago
Job Description
Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and a premierinvestment platform. Here, you will build long-term, dedicatedrelationships with customers by bringing them peace of mind as youguide them through wealth management and retirement planningstrategies The Expertise We're Looking For * FINRA Series 7 &63 required prior to hire * Series 65 and/or 66 and stateregistrations required within 3 months of hire * Experience withHigh Net Worth clients * A CFP is preferred if you don't alreadyhave your CFP, our Tuition Reimbursement program can help you withclasses to obtain it The Purpose of Your Role We fully support youwith an open architecture product platform and top resources in thefinancial industry, while you nurture relationships with anexisting client base. Your keen focus, motivational skills andleadership qualities are prime attributes as you provide theappropriate investment solutions to existing clients and helpexpand the acquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with highly valued clientele * Remarkableknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, interpersonal skills andmeticulous planning allows you to mentor and support your customersas they look to reach their retirement goals * Educating customerson the technology and channels available to them to better monitor,maintain, and handle their investments How Your Work Impacts theOrganization Working in our Investor Center, you will engageface-to-face with your customers, offering mentorship andpersonalized planning, while helping extend the reach of the firm'sbrand. Backed by Fidelity's open architecture, you're able toprovide comprehensive investment guidance and sustain long-lastingrelationships. We will provide you the support of a well-roundedteam of professionals, unlimited access to some of the bestresources and tools in the industry, and a top compensation packagewith excellent benefits. While you form relationships here, youwill also be building your career! Certifications: Series 07 -FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview At Fidelity, we are focused on making ourfinancial expertise broadly accessible and effective in helpingpeople live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a workenvironment that attracts the best talent and reflects ourcommitment to our associates. We are proud of our diverse andinclusive workplace where we respect and value our associates fortheir unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com. FidelityInvestments is an equal opportunity employer.

Customer Service Representative

Full-time
Greenwood Village, Colorado, United States
1 month ago
Job Description
Job Description: "Fidelity believes in, and iscommitted to, fair and consistent treatment for every associate andcustomer, and to creating a safe and respectful environment, inwhich everyone is treated with kindness, compassion and respect."Abby Johnson | Chairman & CEO Fidelity Investments CustomerRelationship Advocate Do you enjoy helping others? Are you the "goto person" at work or in your community? Would your friends andpeers describe you as friendly and curious? We really shouldtalk... Fidelity wants great people with a passion for assistingothers as candidates for a Customer Relationship Advocate (CRA)position. We have positions for those with and without collegedegrees…and if you don't yet have a degree but want one - wesupport that too. To assist you with your higher education goals,Fidelity offers tuition reimbursement programs that can help youfurther your education. No finance background…No problem Yes, weare in financial services, but not in the old-fashioned way youmight be thinking. If you come to us knowing the industry - great,but if you need support learning - that works too. We will provideyou what you need through a paid world class training program toset you up for success. If you can bring us your commitment forhelping others - we'll teach you the financial expertise and assistyou with becoming a licensed broker. At Fidelity, the customerexperience is our top priority, and we're looking for individualsthat: * Have relationship building skills and are devoted toproviding excellent customer service * Have experience in peoplefacing industries including service, retail, healthcare, orhospitality This is a full-time hourly position that also offersthe opportunity to work extra hours based on the business needs andyour availability. The Purpose of Your Role The CRA role is anintegral part of a broader team that takes incoming calls from ourcustomer base while addressing customer service issues. We arelooking for candidates who wish to gain financial expertise whilegrowing professionally. Our successful CRAs assist clients with abroad range of needs including answering questions about theiraccount balances to guiding them to the appropriate resources. Thegoal remains consistent for all interactions: help customers feelmore confident, make clearer decisions, and achieve their ownfinancial dreams. Our Investments in You We believe that a broadapproach to life is important. Our benefit programs are designed tohelp you and your loved ones strike the perfect balance. Sound toogood to be true? See for yourself and learn more about our benefitsofferings: * Click to hear from a few of our associates about theoutstanding benefits Fidelity offers: Benefits at FidelityInvestments * Click here for a local news story about how we arehelping our employee's payback their student loan debt Training forYour Role We offer a paid, industry-leading development programthat will fully prepare you to engage with customers whileobtaining your Series 7 and 63 licenses. * Click to learn moreabout Training Opportunities at Fidelity and how we support ourassociates to obtain their securities licenses The Value YouDeliver At Fidelity, we champion collaboration by working in smallteams (12-15). Our success as a firm is due to the personalresponsibility and pride our associates take in getting things justright, and the compassion that drives us to focus and commit to ourcustomers and to each other. We ask for and act on our associates'input on everything from creating better client experiences tocrafting our workspaces. Blaze Your Own Trail The CRA role is justthe starting point! Fidelity encourages associates to explore andexpand their skills to achieve success and fulfilling careers. Manyof our Sr. Leaders started in the CRA role as Fidelity offersmultiple opportunities for advancement and upward mobility. Formore information about the different career paths that the CRA rolecould lead to, watch the following videos: * Career Paths atFidelity Investments * Careers at Fidelity Regional Centers *Careers at Fidelity Investor Centers We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We continuously strive for a diverse and inclusiveworkplace where we respect and value our associates for theirunique perspectives and experiences. Fidelity Investments is anequal opportunity employer. Certifications: Series 07 - FINRA,Series 63 - FINRA Company Overview At Fidelity, we are focused onmaking our financial expertise broadly accessible and effective inhelping people live the lives they want. We are a privately heldcompany that places a high degree of value in creating andnurturing a work environment that attracts the best talent andreflects our commitment to our associates. We are proud of ourdiverse and inclusive workplace where we respect and value ourassociates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Fidelitywill reasonably accommodate applicants with disabilities who needadjustments to complete the application or interview process.Please email us at accommodations@fmr.com or 800-835-5099, prompt2, option 2 if you would like to request anaccommodation.

Customer Relationship Advocate-Denver Tech Center

Full-time
Greenwood Village, Colorado, United States
1 month ago
Job Description
Job Description: "Fidelity believes in, and iscommitted to, fair and consistent treatment for every associate andcustomer, and to creating a safe and respectful environment, inwhich everyone is treated with kindness, compassion and respect."Abby Johnson | Chairman & CEO Fidelity Investments CustomerRelationship Advocate Do you enjoy helping others? Are you the "goto person" at work or in your community? Would your friends andpeers describe you as friendly and curious? We really shouldtalk... Fidelity wants great people with a passion for assistingothers as candidates for a Customer Relationship Advocate (CRA)position. We have positions for those with and without collegedegrees…and if you don't yet have a degree but want one - wesupport that too. To assist you with your higher education goals,Fidelity offers tuition reimbursement programs that can help youfurther your education. No finance background…No problem Yes, weare in financial services, but not in the old-fashioned way youmight be thinking. If you come to us knowing the industry - great,but if you need support learning - that works too. We will provideyou what you need through a paid world class training program toset you up for success. If you can bring us your commitment forhelping others - we'll teach you the financial expertise and assistyou with becoming a licensed broker. At Fidelity, the customerexperience is our top priority, and we're looking for individualsthat: * Have relationship building skills and are devoted toproviding excellent customer service * Have experience in peoplefacing industries including service, retail, healthcare, orhospitality This is a full-time hourly position that also offersthe opportunity to work extra hours based on the business needs andyour availability. The Purpose of Your Role The CRA role is anintegral part of a broader team that takes incoming calls from ourcustomer base while addressing customer service issues. We arelooking for candidates who wish to gain financial expertise whilegrowing professionally. Our successful CRAs assist clients with abroad range of needs including answering questions about theiraccount balances to guiding them to the appropriate resources. Thegoal remains consistent for all interactions: help customers feelmore confident, make clearer decisions, and achieve their ownfinancial dreams. Our Investments in You We believe that a broadapproach to life is important. Our benefit programs are designed tohelp you and your loved ones strike the perfect balance. Sound toogood to be true? See for yourself and learn more about our benefitsofferings: * Click to hear from a few of our associates about theoutstanding benefits Fidelity offers: Benefits at FidelityInvestments * Click here for a local news story about how we arehelping our employee's payback their student loan debt Training forYour Role We offer a paid, industry-leading development programthat will fully prepare you to engage with customers whileobtaining your Series 7 and 63 licenses. * Click to learn moreabout Training Opportunities at Fidelity and how we support ourassociates to obtain their securities licenses The Value YouDeliver At Fidelity, we champion collaboration by working in smallteams (12-15). Our success as a firm is due to the personalresponsibility and pride our associates take in getting things justright, and the compassion that drives us to focus and commit to ourcustomers and to each other. We ask for and act on our associates'input on everything from creating better client experiences tocrafting our workspaces. Blaze Your Own Trail The CRA role is justthe starting point! Fidelity encourages associates to explore andexpand their skills to achieve success and fulfilling careers. Manyof our Sr. Leaders started in the CRA role as Fidelity offersmultiple opportunities for advancement and upward mobility. Formore information about the different career paths that the CRA rolecould lead to, watch the following videos: * Career Paths atFidelity Investments * Careers at Fidelity Regional Centers *Careers at Fidelity Investor Centers We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We continuously strive for a diverse and inclusiveworkplace where we respect and value our associates for theirunique perspectives and experiences. Fidelity Investments is anequal opportunity employer. Certifications: Series 07 - FINRA,Series 63 - FINRA Company Overview At Fidelity, we are focused onmaking our financial expertise broadly accessible and effective inhelping people live the lives they want. We are a privately heldcompany that places a high degree of value in creating andnurturing a work environment that attracts the best talent andreflects our commitment to our associates. We are proud of ourdiverse and inclusive workplace where we respect and value ourassociates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Fidelitywill reasonably accommodate applicants with disabilities who needadjustments to complete the application or interview process.Please email us at accommodations@fmr.com or 800-835-5099, prompt2, option 2 if you would like to request anaccommodation.

Financial Consultant - Alpharetta, GA

Full-time
Alpharetta, Georgia, United States
1 month ago
Job Description
Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and a premierinvestment platform. Here, you will build long-term, dedicatedrelationships with customers by bringing them peace of mind as youguide them through wealth management and retirement planningstrategies The Expertise We're Looking For * FINRA Series 7 &63 required prior to hire * Series 65 and/or 66 and stateregistrations required within 3 months of hire * Experience withHigh Net Worth clients * A CFP is preferred if you don't alreadyhave your CFP, our Tuition Reimbursement program can help you withclasses to obtain it The Purpose of Your Role We fully support youwith an open architecture product platform and top resources in thefinancial industry, while you nurture relationships with anexisting client base. Your keen focus, motivational skills andleadership qualities are prime attributes as you provide theappropriate investment solutions to existing clients and helpexpand the acquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with highly valued clientele * Remarkableknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, interpersonal skills andmeticulous planning allows you to mentor and support your customersas they look to reach their retirement goals * Educating customerson the technology and channels available to them to better monitor,maintain, and handle their investments How Your Work Impacts theOrganization Working in our Investor Center, you will engageface-to-face with your customers, offering mentorship andpersonalized planning, while helping extend the reach of the firm'sbrand. Backed by Fidelity's open architecture, you're able toprovide comprehensive investment guidance and sustain long-lastingrelationships. We will provide you the support of a well-roundedteam of professionals, unlimited access to some of the bestresources and tools in the industry, and a top compensation packagewith excellent benefits. While you form relationships here, youwill also be building your career! Certifications: Series 07 -FINRA, Series 66 - FINRA Company Overview At Fidelity, we arefocused on making our financial expertise broadly accessible andeffective in helping people live the lives they want. We are aprivately held company that places a high degree of value increating and nurturing a work environment that attracts the besttalent and reflects our commitment to our associates. We are proudof our diverse and inclusive workplace where we respect and valueour associates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunityemployer.

Financial Consultant

Full-time
Greenwood Village, Colorado, United States
1 month ago
Job Description
Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and an elite investmentplatform. Here, you will build long-term, dedicated relationshipswith customers by bringing them peace of mind as you guide themthrough wealth management and retirement planning strategies. TheExpertise We're Looking For * FINRA Series 7 & 63 requiredprior to hire * Series 66 (63/65) and Insurance Licenses preferred(or to be obtained upon hire) * Five years financial servicesexperience, with 3-5 years of sales experience * A CFP is helpfulif you don't already have your CFP, our Tuition Reimbursementprogram can help you with classes to obtain it! The Purpose of YourRole We work collaboratively with multiple business specialistswithin a phone center and across a field network, we are buildingthe best possible customer experience to meet the clients' broadrange of investment needs. We fully support you with an openarchitecture product platform and top resources in the financialindustry, while you nurture relationships with an existing clientbase. Your sharp focus, motivational skills and leadershipqualities are prime attributes as you provide the appropriateinvestment solutions to existing clients and help expand theacquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with High Net Worth clientele * Excellentknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions by using guidance tools and presentingtarget solutions that motivate customers to take action *Extraordinary listening and communication skills, confident publicspeaking and group dynamics * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, communication skills andmeticulous planning will allow you to deliver the very best serviceand help customers to reach their retirement goals * Educatingcustomers on the technology and channels available to them tobetter monitor, maintain, and handle their investments * You aredeveloping existing relationships to retain and increase totalassets and profitability How Your Work Impacts the Organization Asthe lead for the client management team, you will offer mentorshipand personalized financial planning to customers over the phone,and help to extend the reach of Fidelity's brand. Fidelity has anopen architecture, allowing you to provide comprehensive andcomplex investment solutions. At Fidelity, you'll have the supportof a well-rounded team of professionals, full access to some of thebest resources and tools in the industry, and a top compensationpackage with extraordinary benefits. While you build relationshipshere, you will also be building your career! Certifications: Series07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company OverviewAt Fidelity, we are focused on making our financial expertisebroadly accessible and effective in helping people live the livesthey want. We are a privately held company that places a highdegree of value in creating and nurturing a work environment thatattracts the best talent and reflects our commitment to ourassociates. We are proud of our diverse and inclusive workplacewhere we respect and value our associates for their uniqueperspectives and experiences. For information about working atFidelity, visit FidelityCareers.com. Fidelity Investments is anequal opportunity employer.

Workplace Planning Associate - Greenwood Village, CO

Full-time
Greenwood Village, Colorado, United States
1 month ago
Job Description
Job Description: We believe your natural tenacityunlocks new opportunities. We believe your communication skillopens customers' minds. We know you will inspire client dedicationand engagement in order to develop long-lasting positiverelationships with Fidelity. The Expertise We're Looking For * *Superior customer relations skills and experience, sales experienceis a plus * * FINRA Series 7 (or ability to obtain within 90 days;thereafter pursue 66) * * High degree of motivation and able towork collaborative environment * * Understanding of a consultativerelationship process preferred, including customer calling andworking with warm leads * * Excellent listening and time managementskills * * The desire to learn and grow in our industry The Purposeof Your Role As part of Workplace Planning and Advice outbound callteam, you'll be engaging inactive and active 401(k) participants tointroduce them to our outstanding services, guiding them throughall their available options. You will engage our clients to buildeffective relationships through calling and engaging warm leads.Our top quality training resources will ensure you have all theanswers you need to provide customers with expert guidance - and toget the results you are striving for. The Skills You Bring * * Anunderstanding of a sales process, including customer calling andworking with warm leads * * Your excellent listening and timemanagement skills * * The desire to learn and grow in our industryThe Value You Deliver * * Introducing 401(k) participants tobusiness partners to have appropriate Investment Solutionsconversations * * Building rapport and opening up the conversationwith Fidelity clients through profiling and utilizing consultativeskills with client interactions * * Learn book management skillsand effectively managing leads through lead utilization. * * Set uptargeted appointments to address client needs related to productsand services. How Your Work Impacts the Organization The WorkplacePlanning Associate is part of Fidelity's Workplace Planning andAdvice group. The Workplace Planning and Advice group operateswithin our Personal Investing business unit. We are a leadingprovider of investment management, retirement planning, familyconversations, portfolio guidance, brokerage, benefits outsourcing,and many other financial products and services. We believe inbuilding relationships, not just in building sales or building ourassets. After all, our clients will place their investments, theirsavings, and their futures in your hands. A career at Fidelitymeans you'll be the one who will personally work with them to helpachieve their dreams- whether that's saving for college, forretirement, for a big vacation, or anything else. This is animportant responsibility and that's why we'll surround you withamazing, supportive people and all the tools you need. CompanyOverview At Fidelity, we are focused on making our financialexpertise broadly accessible and effective in helping people livethe lives they want. We are a privately held company that places ahigh degree of value in creating and nurturing a work environmentthat attracts the best talent and reflects our commitment to ourassociates. We are proud of our diverse and inclusive workplacewhere we respect and value our associate for their uniqueperspectives and experiences. For information about working atFidelity, visit FidelityCareers.com. Fidelity Investments is anequal opportunity employer. Certifications: Series 07 - FINRACompany Overview At Fidelity, we are focused on making ourfinancial expertise broadly accessible and effective in helpingpeople live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a workenvironment that attracts the best talent and reflects ourcommitment to our associates. We are proud of our diverse andinclusive workplace where we respect and value our associates fortheir unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com. FidelityInvestments is an equal opportunity employer.

Financial Consultant - Pasadena, CA

Full-time
Pasadena, California, United States
1 month ago
Job Description
Job Description: Fidelity Investments' Racial Equity& Diversity Pledge "Fidelity believes in, and is committed to,fair and consistent treatment for every associate and customer, andto creating a safe and respectful environment, in which everyone istreated with kindness, compassion and respect." Abby Johnson |Chairman & CEO Fidelity Investments It is time to explore newchallenges in your career With your outstanding integrity, we knowthat clients invest their trust in you. Join a team that's anindustry leader in innovation and invests in you with key productand service offerings, groundbreaking technology and a world-classinvestment platform. We empower professional growth, flexibilityand support thus enabling long-term success for you and ourclients. The Expertise We're Looking For * Previous success insales * FINRA Series 7 & 63 licensed; Series 65 or 66 licensedand appropriate state registrations OR ability to acquire series65/66 upon hire * Keen ability to present complex solutions orproducts to a knowledgeable client base while building rapport andcredibility * Degree and/or other professional certifications arehelpful; if you don't already have a CFP or degree, our TuitionReimbursement program can help you obtain one The Purpose of YourRole We fully support you with an open architecture productplatform and top resources in the financial industry, while younurture relationships with an existing client base. You provide theappropriate investment solutions to existing clients and helpexpand the acquisition of new customers. The Skills You Bring *Ability to thoughtfully introduce your clients to differentinvestment strategies and bring together additional client assetswhile engaging in positive, client-centered discussions * Beingcoachable, collaborative, and curious are your "go to" attributes *Committed to delivering an outstanding customer experience with apassion for seeing others thrive * Motivated by results and findingsolutions, you take initiative and exceed customer expectations *Extensive knowledge of investment products Our Investments in YouWe believe it is important to approach life holistically. Ourbenefit programs are designed to assist you and your loved onesstrike the perfect balance. Sound too good to be true? See foryourself and learn more about our benefits offerings: * Click tohear from a few of our associates about the outstanding benefitsFidelity offers: Benefits at Fidelity Investments * Trainingin-branch, regionally, nationally, and virtually to help you withall aspects of your business. You will not fail due to a lack oftraining or onboarding! The Value You Deliver * No longer spendingtime on cold calls and sourcing new clients, you will have the timeto deepen relationships and create complex financial plans * Yourintegrity, insights, interpersonal skills and meticulous planningallows you to mentor and support your customers as they look toreach their retirement goals * Supporting our clients by providingcomprehensive investment solutions and retirement plans to meettheir needs both now and for their future * Effectively engageclients through personal interactions, reflecting yourinterpersonal communication and relationship building skills * Youhave a steadfast commitment to your clients while making a positiveimpact in the community. How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face withyour customers, offering mentorship and personalized planning,while helping extend the reach of the firm's brand. We invest inyou through the support of a well-rounded team of professionals,unlimited access to some of the best resources, technology andtools in the industry, and a top compensation package withexcellent benefits. While you form relationships here, you willalso be building your career! We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We are proud of our diverse and inclusive workplacewhere we respect and value our associates for their unrivaledperspectives and experiences. Certifications: Series 07 - FINRACompany Overview At Fidelity, we are focused on making ourfinancial expertise broadly accessible and effective in helpingpeople live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a workenvironment that attracts the best talent and reflects ourcommitment to our associates. We are proud of our diverse andinclusive workplace where we respect and value our associates fortheir unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com. FidelityInvestments is an equal opportunity employer.

Financial Consultant - Brea, CA

Full-time
Brea, California, United States
2 months ago
Job Description
Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and a premierinvestment platform. Here, you will build long-term, dedicatedrelationships with customers by bringing them peace of mind as youguide them through wealth management and retirement planningstrategies The Expertise We're Looking For * FINRA Series 7 &63 required prior to hire * Series 65 and/or 66 and stateregistrations required within 3 months of hire * Experience withHigh Net Worth clients * A CFP is preferred if you don't alreadyhave your CFP, our Tuition Reimbursement program can help you withclasses to obtain it The Purpose of Your Role We fully support youwith an open architecture product platform and top resources in thefinancial industry, while you nurture relationships with anexisting client base. Your keen focus, motivational skills andleadership qualities are prime attributes as you provide theappropriate investment solutions to existing clients and helpexpand the acquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with highly valued clientele * Remarkableknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, interpersonal skills andmeticulous planning allows you to mentor and support your customersas they look to reach their retirement goals * Educating customerson the technology and channels available to them to better monitor,maintain, and handle their investments How Your Work Impacts theOrganization Working in our Investor Center, you will engageface-to-face with your customers, offering mentorship andpersonalized planning, while helping extend the reach of the firm'sbrand. Backed by Fidelity's open architecture, you're able toprovide comprehensive investment guidance and sustain long-lastingrelationships. We will provide you the support of a well-roundedteam of professionals, unlimited access to some of the bestresources and tools in the industry, and a top compensation packagewith excellent benefits. While you form relationships here, youwill also be building your career! Certifications: Series 07 -FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview At Fidelity, we are focused on making ourfinancial expertise broadly accessible and effective in helpingpeople live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a workenvironment that attracts the best talent and reflects ourcommitment to our associates. We are proud of our diverse andinclusive workplace where we respect and value our associates fortheir unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com. FidelityInvestments is an equal opportunity employer.

Customer Relationship Advocate- American Fork, UT

Full-time
American Fork, Utah, United States
2 months ago
Job Description
Job Description: "Fidelity believes in, and iscommitted to, fair and consistent treatment for every associate andcustomer, and to creating a safe and respectful environment, inwhich everyone is treated with kindness, compassion and respect."Abby Johnson | Chairman & CEO Fidelity Investments CustomerRelationship Advocate Do you enjoy helping others? Are you the "goto person" at work or in your community? Would your friends andpeers describe you as friendly and curious? We really shouldtalk... Fidelity wants great people with a passion for assistingothers as candidates for a Customer Relationship Advocate (CRA)position. We have positions for those with and without collegedegrees…and if you don't yet have a degree but want one - wesupport that too. To assist you with your higher education goals,Fidelity offers tuition reimbursement programs that can help youfurther your education. No finance background…No problem Yes, weare in financial services, but not in the old-fashioned way youmight be thinking. If you come to us knowing the industry - great,but if you need support learning - that works too. We will provideyou what you need through a paid world class training program toset you up for success. If you can bring us your commitment forhelping others - we'll teach you the financial expertise and assistyou with becoming a licensed broker. At Fidelity, the customerexperience is our top priority, and we're looking for individualsthat: * Have relationship building skills and are devoted toproviding excellent customer service * Have experience in peoplefacing industries including service, retail, healthcare, orhospitality This is a full-time hourly position that also offersthe opportunity to work extra hours based on the business needs andyour availability. The Purpose of Your Role The CRA role is anintegral part of a broader team that takes incoming calls from ourcustomer base while addressing customer service issues. We arelooking for candidates who wish to gain financial expertise whilegrowing professionally. Our successful CRAs assist clients with abroad range of needs including answering questions about theiraccount balances to guiding them to the appropriate resources. Thegoal remains consistent for all interactions: help customers feelmore confident, make clearer decisions, and achieve their ownfinancial dreams. Our Investments in You We believe that a broadapproach to life is important. Our benefit programs are designed tohelp you and your loved ones strike the perfect balance. Sound toogood to be true? See for yourself and learn more about our benefitsofferings: * Click to hear from a few of our associates about theoutstanding benefits Fidelity offers: Benefits at FidelityInvestments * Click here for a local news story about how we arehelping our employee's payback their student loan debt Training forYour Role We offer a paid, industry-leading development programthat will fully prepare you to engage with customers whileobtaining your Series 7 and 63 licenses. * Click to learn moreabout Training Opportunities at Fidelity and how we support ourassociates to obtain their securities licenses The Value YouDeliver At Fidelity, we champion collaboration by working in smallteams (12-15). Our success as a firm is due to the personalresponsibility and pride our associates take in getting things justright, and the compassion that drives us to focus and commit to ourcustomers and to each other. We ask for and act on our associates'input on everything from creating better client experiences tocrafting our workspaces. Blaze Your Own Trail The CRA role is justthe starting point! Fidelity encourages associates to explore andexpand their skills to achieve success and fulfilling careers. Manyof our Sr. Leaders started in the CRA role as Fidelity offersmultiple opportunities for advancement and upward mobility. Formore information about the different career paths that the CRA rolecould lead to, watch the following videos: * Career Paths atFidelity Investments * Careers at Fidelity Regional Centers *Careers at Fidelity Investor Centers We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We continuously strive for a diverse and inclusiveworkplace where we respect and value our associates for theirunique perspectives and experiences. Fidelity Investments is anequal opportunity employer. Certifications: Series 07 - FINRA,Series 63 - FINRA Company Overview At Fidelity, we are focused onmaking our financial expertise broadly accessible and effective inhelping people live the lives they want. We are a privately heldcompany that places a high degree of value in creating andnurturing a work environment that attracts the best talent andreflects our commitment to our associates. We are proud of ourdiverse and inclusive workplace where we respect and value ourassociates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Fidelitywill reasonably accommodate applicants with disabilities who needadjustments to complete the application or interview process.Please email us at accommodations@fmr.com or 800-835-5099, prompt2, option 2 if you would like to request anaccommodation.

Central Relationship Manager - Salt Lake City, UT

Full-time
Salt Lake City, Utah, United States
2 months ago
Job Description
Job Description: This role requires the Series 7License in order to be considered. If you do not have a Series 7,please search for Workplace Planning Associate or CustomerRelationship Advocate positions to learn more about starting acareer in Financial Services. We believe as an individual, yourdaring spirit keeps you razor sharp. As a team member, yourreliability makes you impressive. Relocation assistance may beavailable for those who meet eligibility

Financial Consultant - Salt Lake City, UT

Full-time
Salt Lake City, Utah, United States
2 months ago
Job Description
Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and an elite investmentplatform. Here, you will build long-term, dedicated relationshipswith customers by bringing them peace of mind as you guide themthrough wealth management and retirement planning strategies. TheExpertise We're Looking For * FINRA Series 7 & 63 requiredprior to hire * Series 66 (63/65) and Insurance Licenses preferred(or to be obtained upon hire) * Five years financial servicesexperience, with 3-5 years of sales experience * A CFP is helpfulif you don't already have your CFP, our Tuition Reimbursementprogram can help you with classes to obtain it! The Purpose of YourRole We work collaboratively with multiple business specialistswithin a phone center and across a field network, we are buildingthe best possible customer experience to meet the clients' broadrange of investment needs. We fully support you with an openarchitecture product platform and top resources in the financialindustry, while you nurture relationships with an existing clientbase. Your sharp focus, motivational skills and leadershipqualities are prime attributes as you provide the appropriateinvestment solutions to existing clients and help expand theacquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with High Net Worth clientele * Excellentknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions by using guidance tools and presentingtarget solutions that motivate customers to take action *Extraordinary listening and communication skills, confident publicspeaking and group dynamics * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, communication skills andmeticulous planning will allow you to deliver the very best serviceand help customers to reach their retirement goals * Educatingcustomers on the technology and channels available to them tobetter monitor, maintain, and handle their investments * You aredeveloping existing relationships to retain and increase totalassets and profitability How Your Work Impacts the Organization Asthe lead for the client management team, you will offer mentorshipand personalized financial planning to customers over the phone,and help to extend the reach of Fidelity's brand. Fidelity has anopen architecture, allowing you to provide comprehensive andcomplex investment solutions. At Fidelity, you'll have the supportof a well-rounded team of professionals, full access to some of thebest resources and tools in the industry, and a top compensationpackage with extraordinary benefits. While you build relationshipshere, you will also be building your career! Certifications: Series07 - FINRA, Series 66 - FINRA Company Overview At Fidelity, we arefocused on making our financial expertise broadly accessible andeffective in helping people live the lives they want. We are aprivately held company that places a high degree of value increating and nurturing a work environment that attracts the besttalent and reflects our commitment to our associates. We are proudof our diverse and inclusive workplace where we respect and valueour associates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunityemployer.