Monetary Strategy and Planning Consultant

Company: Fidelity Investments
Location: Richmond
Posted on: June 24, 2022

Job Description:

Job Description:Phone Financial ConsultantIs 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 RoleWe 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 needsOur Investments in YouFidelity'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 profitabilityCertifications: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 , 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 "."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 Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Residential Real Estate Agent, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Dayton , Monetary Strategy and Planning Consultant, Professions , Richmond, Ohio