Financial Consultant - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: July 29, 2022
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Job Description:
Job Description:Phone Financial ConsultantIs 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 ForFINRA Series 7 & 63
required prior to hireSeries 66 (63/65) and Insurance Licenses
preferred or to be obtained upon hireFive years financial services
experience, with 3-5 years of sales experienceA CFP is helpful; if
you don't already have your CFP, our Tuition Reimbursement program
can help you with classes to obtain itThe Purpose of Your RoleWe
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 BringYou demonstrate a deep understanding
of financial markets, and can effectively simplify complex
financial concepts while building rapport and credibility with High
Net Worth clienteleExcellent knowledge of investment
productsEntrepreneurial spirit: experience working independently,
within the infrastructure of a large organizationStrong
technological acumen and comfort with learning how to use new
toolsExcels in paperless work environment by leveraging
technologyAbility 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 actionExtraordinary listening and
communication skills, confident public speaking, and group
dynamicsCollaborating with multiple business partners allows you to
craft an unsurpassed customer experience and meet the client's
broad range of investment needsOur Investments in YouFidelity'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 ourbenefit programsare designed to help you and
your family strike the right balance.The Value You DeliverNo 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 planningYour integrity,
insights, communication skills and meticulous planning will allow
you to deliver the very best service and help customers to reach
their retirement goalsEducating customers on the technology and
channels available to them to better monitor, maintain, and handle
their investmentsYou are developing existing relationships to
retain and increase total assets and
profitabilityCertifications:Series 07 - FINRA, Series 63 -
FINRACompany OverviewFidelity 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 UsAt 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 toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-95860398-7c2c-48c1-b895-07b74ea531d7
Keywords: Fidelity Investments, Covington , Financial Consultant - Covington, KY, Accounting, Auditing , Covington, Kentucky
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