Investments Operations Consultant
Company: Fidelity Investments
Location: Covington
Posted on: January 22, 2023
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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 - 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 Financial Analyst,
Accounts Payable Clerk, and Accounting Manager and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Covington , Investments Operations Consultant, Professions , Covington, Kentucky
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