Financial Consultant - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: January 27, 2023
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 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 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 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 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 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 profitabilityPlease see below for the
salary range for work locations in Colorado only:N/APlease see
below for the salary range for work locations in New York City,
Westchester County, NY and Jersey City, NJ only:N/APlease see below
for the salary range for work locations in California
only:N/APlease see below for the salary range for work locations in
Washington only:N/ACertifications: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.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 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 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 Bilingual Customer
Service , Accountant, and Bookkeeper and others in the Accounting
and Finance to apply.
Keywords: Fidelity Investments, Covington , Financial Consultant - Covington, KY, Accounting, Auditing , Covington, Kentucky
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