Wealth Planner
Company: Fidelity Investments
Location: Covington
Posted on: January 22, 2023
Job Description:
Job Description: Phone Financial Consultant Is 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 Role We 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 needs Our Investments in You Fidelity'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 profitability Certifications: Series 07 -
FINRA, Series 63 - FINRA Company 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 .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 Home Buyer s Consultant, Controller, and Bilingual
Customer Service and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Covington , Wealth Planner, Other , Covington, Kentucky
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