Fidelity Investments
Offering Investment
Write a review
3 years ago
Contract type
Unlimited employment
Seniority level
Mid-senior level
Work amount
90% till 100%
Work area
- Accounting & Finance
- Audit
- Investment Managment
- Investment Consulting
- Analyst/Research
- Trading
- Derivatives Structuring
- Portfolio Management
- Research
- Sales & Marketing
- Communication/PR
- Advisory
- Banking
- Branch and Retail Services
- Client Management
- Wealth Management
- Financial Planning
- Corporate Financing
- Investment Banking
- Corporate Banking
- Insurance services
- Investment
- Investment Plan Sponsor
- Risk Management
- Back Office
- Trading & Payment
- Fund Administration
- Custody
- Legal & Compliance
- Legal Structures & Inheritance planning
- Audit
- Compliance Regulatory
- HR & Recruitment
- Recruitment
- Information Technology
- Software
- Hardware
- Sales & marketing
- Event organizer
- Investor relations
- Advertising
- Communication
Required languages
Please refer to SmartMoneyMatch in your application
Investment Consultant - Biltmore, AZ Job Description: 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. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of 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 prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Skills You Bring In a team-based, sales environment you take initiative and exceed expectations. You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each Incomparable consultative selling and organizational skills The Value You Deliver Providing needs-based mentorship 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
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