Wealth Management Consultant
Company: Fidelity Investments
Location: Boston
Posted on: August 7, 2022
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Job Description:
Job Description: Phone Financial 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
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 We believe that a holistic approach to life is important.
Our benefit programs are designed to help you and your loved ones
strike the perfect 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 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
How Your Work Impacts the Organization As the lead for the client
management team, you will offer mentorship and personalized
financial planning to customers over the 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 build 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 and 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 65 - FINRA Company Overview
Fidelity 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 Us At 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. 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 "
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 Leave of
Absence/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 Staff Accountant,
Billing and Posting Clerk, and Home Buyer s Consultant and others
in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Boston , Wealth Management Consultant, Executive , Boston, Massachusetts
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