Team Leader, Financial Consultants
Company: Fidelity Investments
Location: Covington
Posted on: March 14, 2023
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Job Description:
Job Description:
At Fidelity, we help our clients and our associates achieve success
through relationships, built on effective planning and advice. With
a focus on Financial Consultant development and collaboration, you
will be provided with various resources to maximize and ensure
successful client outcomes.
As a Team Leader of Financial Consultants, you will lead a team of
Financial Consultants whose objective is to develop a book of
clients - acquire, retain, and develop assets, providing complex
financial planning solutions while deepening customer relationships
over the long-term. Help team apply knowledge of all investment
products and appropriate Fidelity guidance to customer interactions
Ensure compliance with regulatory requirements through observing
client interactions, reviewing trade logs and employee files,
monitoring VP/FC guidance appointments and RM phone
interactions.
The Expertise We're Looking For
Our mission is to provide our clients with outstanding service, a
long-term relationship, and to ensure clients have a financial plan
in place to reach their desired outcomes. We strive to drive
business opportunities by building a strong planning and advisory
team that will embrace the company vision and cultivate long term
client relationships while ensuring high levels of customer
loyalty.
You are a key leader in the Covington, KY Regional Center and
beyond. As someone who leads, recruits, and works closely with
other parts of the organization, inclusive team building with
diversity of thought process is critical to your success. Develop
relationship acumen through dedicated mentoring and coaching.
At Fidelity, we are passionate about making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit
Fidelity Investments is an equal opportunity employer.
COVID work policy
Safety is our top priority, so this role will be fully remote for
the short term. Once we can be together in person with fewer safety
measures, this role will move to our dynamic working approach.
You'll be spending some of your time onsite depending on the nature
and needs of your role.
Dynamic working - post pandemic
Our aim is to combine the best of working offsite with coming
together in person. For most teams this means a consistent balance
of working from home and office that supports the needs of your
role, experience level, and working style.
Your success and growth is important to us, so you'll want to enjoy
the benefits of coming together in person - face to face learning
and training, quality time with your manager and teammates,
building your career network, making friends, and taking full
advantage of cultural and social experiences Fidelity provides for
you.
Learn More: Dynamic Working
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 09 - FINRA, Series 10 - 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, 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 2023. 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 .
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 , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as Billing and
Posting Clerk, Billing, Cost, and Rate Clerk, and Accounts Payable
Clerk and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Covington , Team Leader, Financial Consultants, Accounting, Auditing , Covington, Kentucky
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