Investment Consultant, Regional Center - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: January 15, 2021
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Job Description:
Job Description:
Regional Center Investment Consultant
"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
You joined the financial services industry to make a difference in
the lives of your clients through comprehensive, needs-based
financial planning. We believe your ability to foster positive
relationships is as instinctive as your real passion for success.
Come join a company dedicated to the financial well-being of its
customers. At Fidelity, we give you the tools so you can build your
future.
We are an industry leader in innovation and who invests in you with
key product and service offerings, groundbreaking technology, and a
world-class investment platform. We empower professional
flexibility, growth, and support thus enabling long-term success
for you and our clients.
The Expertise We're Looking For
* FINRA Series 7 & 63 required
* Series 65 or 66 licensed and appropriate state registrations OR
ability to acquire series 65/66 upon hire
* A CFP is preferred; 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
You will develop financial plans customized to the needs of
Fidelity's mass affluent investors through a wide range of products
and services. You will be interacting with clients who directly
call Fidelity as well as proactively contacting existing clients
and following up on warm leads. Cultivating relationships with our
clients and providing investment solutions will be your focus.
The Skills You Bring
* In a team-based, sales environment you take initiative and go
above and beyond expectations
* You are a motivated self-starter with a proven track record of
success
* You have a deep understanding of various investment products, and
can educate customers on the values and differences of each
* Incomparable consultative selling and organizational skills
* Being coachable, collaborative, and curious are your "go to"
attributes
Our Investments in You
We believe it is important to approach life holistically. Our
benefit programs are designed to assist 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:
* 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
* Providing needs-based guidance and planning to mass affluent
customers, and contributing to the long-term growth and retention
of Fidelity assets
* With our open architecture, you offer a wide broad range of
financial products and services
* Effectively engaging clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
How Your Work Impacts the Organization
Working in our Regional Center, you will offer support and
personalized financial planning to customers by phone and help to
extend the reach of Fidelity's brand. Fidelity has an open
architecture, allowing you to provide comprehensive and complex
investment solutions. At Fidelity, you'll have the support of a
well-rounded team of professionals, full access to some of the best
resources and tools in the industry, and a top compensation package
with extraordinary benefits. While you form relationships here, you
will also be building your career!
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 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. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Investment Consultant, Regional Center - Covington, KY, Professions , Covington, Kentucky
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