CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Investment Solutions Representative - Client Solution Center - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: April 9, 2021

Job Description:

Job Description: Investment Solutions Representative * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. * Abby Johnson - Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We re Looking For * Previous success in sales, preferably in financial services * Client or customer consultation experience * Excellent phone and e-mail customer service skills * Comprehensive understanding of financial services markets, the economy and of industry trends * Series 7, 63, and 65 or 66 licensed OR ability to acquire upon hire * Degree and/or other professional certifications are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role As an Investment Solutions Representative at our Client Solution Center, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson you ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development. The Skills You Bring * Comprehensive understanding/interest in the financial services market, economy, and industry trends * Results-oriented and comfortable working independently within the infrastructure of a large organization * Strong technology skills and comfort with learning how to use new tools * Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting * Excellent interpersonal skills * Robust influencing and client engagement skills Our Investments in You We believe it is important to approach life holistically. Fidelity s greatest advantage is our people so our [benefit programs]( are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: * We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements * Click to hear from a few of our associates about the outstanding benefits Fidelity offers: [Benefits at Fidelity Investments]( * Click here for a story about how we are helping our [employee s payback their student loan debt]( The Value You Deliver * Building and having fast-growing customer relationships by identifying customer s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services * Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. * Partnering with other functions and roles within the organization to drive additional business * Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads * Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work Impacts the Organization The Investment Solutions Representative works with clients in Fidelity s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You ll be the one who will personally work with them to help achieve their dreams- whether that s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that s why we ll surround you with amazing, supportive people and all the tools you need. We believe in being *#DifferentTogether*. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview At Fidelity, we are focused on 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. 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 [] or by calling 800-###-####, prompt 2, option 2.

Keywords: Fidelity Investments, Covington , Investment Solutions Representative - Client Solution Center - Covington, KY, Other , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


1st Shift Fulfillment Order Picker / Packer $13Hour + $100 Bonus paid weekly!
Description: Gardens Alive --, Inc. provides home gardening solutions and more direct to the consumer through a family of catalog and online brands. In fact, we are proud to be one of the largest distributors of gardening (more...)
Company: GARDENS ALIVE
Location: Fairfield
Posted on: 04/15/2021

31B Military Police - Police Officer
Description: Have you ever dreamed of making an impact How about serving your community, State, and Nation As a Military Police Officer for the Army National Guard, you'll do all of these things by protecting, (more...)
Company: Army National Guard
Location: Middletown
Posted on: 04/15/2021

1st Shift Auto Detailer- Temp-to-hire and Great Benefits!
Description: 1st Shift Auto Detailer- Temp-to-hire and Great Benefits br br A well-established manufacturing company in West Chester/Fairfield area that offers great benefits and seeking candidates to hire on (more...)
Company: Staffanation
Location: Middletown
Posted on: 04/15/2021


Amazon Package Sorter - $1000 Sign On Bonus!
Description: br br Seasonal Warehouse Team Member 15.50 or more, plus 1000 sign-on bonus br Limited-time Opportunity br br br Location: Hebron, KY br Job opportunities vary by location. We update (more...)
Company: Amazon
Location: Fairfield
Posted on: 04/15/2021

Quality Assurance / Food Manufacturing
Description: Express Employment Professionals West Chester is currently seeking a Quality Assurance Technician in the Food Manufacturing Industry
Company: Express Professionals West Chester
Location: Fairfield
Posted on: 04/15/2021

Delivery Associate - Prime Prospects LLC
Description: What Will You Be Doing As a Delivery Associate, you'll be delivering Amazon packages, on behalf of Prime Prospects, to customers in the Cincinnati, Ohio region. br Why Work Here This role is perfect (more...)
Company: Prime Prospects LLC
Location: Fairfield
Posted on: 04/15/2021

Seeking Full-time Senior Care Provider In Middletown
Description: I need senior care provider with experience. Our care
Company: Care.com
Location: Middletown
Posted on: 04/15/2021

Nanny Needed For 1 Child In Covington.
Description: We need a nanny for our 1 child in Covington.
Company: Care.com
Location: Covington
Posted on: 04/15/2021

Nanny Needed For 1 Child In Fairfield
Description: Fairfield family needs a part-time nanny. Must love kids
Company: Care.com
Location: Fairfield
Posted on: 04/15/2021

Baler Machine Operator
Description: IMMEDIATE OPENINGS WITH A GROWING COMPANY IN YOUR AREA PeopleReady is looking for Baler Machine Operators.
Company: PeopleReady
Location: Middletown
Posted on: 04/15/2021

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds