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Most recent job postings at Fidelity Investments
via Fidelity Careers - Fidelity Investments
posted_at: 26 days agoschedule_type: Full-time
Job Description:
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series
Job Description:
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series 7 &63.
The Expertise We’re Looking For
• A natural passion for helping people, customer service, phone, or financial services experience will prepare you for this role
• You are a flexible, self-motivated teammate with a can-do approach who brings energy and enthusiasm to the role
• Banking, insurance, or financial experience is an excellent addition to your experience but not required, we will provide you the training you need to be successful
• We will support you through structured learning and study opportunities that allow you to acquire your Series 7 & 63 licenses quickly.
The Purpose of Your Role
Our associates have rewarding interactions with clients while providing a world class client experience. When on the phone, you’ll assist clients with a broad range of requests from answering questions about their account balances to guiding them to the appropriate resources that meet their needs. When working with clients in-person, you’re the subject matter specialist for all walk-in transactions, as you find opportunities to deepen relationships.
The Skills You Bring
• You are eager to learn and build your career in the financial service industry
• Committed to delivering an outstanding customer experience, you take initiative and surpass expectations
• You have superb interpersonal skills, remarkable attention to detail and enjoy managing multiple tasks at once
• Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
We believe our greatest advantage is our people. While you grow your career at Fidelity, you’ll experience a top-notch onboarding program with customized coaching to help you develop and be great in-person, as well, as over the phone. Our robust training will put you on a proven career path that streamlines your growth through our wealth management network, developing the skills to have meaningful conversations with clients. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• A key member of the team, you are offering support to Fidelity’s most valuable clients daily, directly impacting the success of the business
• Engaging with customers, responding to inquiries and providing product and service level guidance, you will help increase customer dedication and build relationships
• After training, you’ll process equity transactions, mutual funds, and fixed-income trades
• The goal remains consistent for all interactions, both in-person, and over the phone: help customers feel more confident, make clearer decisions, and achieve their own financial dreams!
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - 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 2023. 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 Show more details...
Have a passion for helping people? When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity. You will impact the branch culture by taking incoming calls, introducing service offerings and encouraging long-lasting positive relationships, while we support you with... ongoing paid training to help you get your Series 7 &63.
The Expertise We’re Looking For
• A natural passion for helping people, customer service, phone, or financial services experience will prepare you for this role
• You are a flexible, self-motivated teammate with a can-do approach who brings energy and enthusiasm to the role
• Banking, insurance, or financial experience is an excellent addition to your experience but not required, we will provide you the training you need to be successful
• We will support you through structured learning and study opportunities that allow you to acquire your Series 7 & 63 licenses quickly.
The Purpose of Your Role
Our associates have rewarding interactions with clients while providing a world class client experience. When on the phone, you’ll assist clients with a broad range of requests from answering questions about their account balances to guiding them to the appropriate resources that meet their needs. When working with clients in-person, you’re the subject matter specialist for all walk-in transactions, as you find opportunities to deepen relationships.
The Skills You Bring
• You are eager to learn and build your career in the financial service industry
• Committed to delivering an outstanding customer experience, you take initiative and surpass expectations
• You have superb interpersonal skills, remarkable attention to detail and enjoy managing multiple tasks at once
• Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
We believe our greatest advantage is our people. While you grow your career at Fidelity, you’ll experience a top-notch onboarding program with customized coaching to help you develop and be great in-person, as well, as over the phone. Our robust training will put you on a proven career path that streamlines your growth through our wealth management network, developing the skills to have meaningful conversations with clients. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• A key member of the team, you are offering support to Fidelity’s most valuable clients daily, directly impacting the success of the business
• Engaging with customers, responding to inquiries and providing product and service level guidance, you will help increase customer dedication and build relationships
• After training, you’ll process equity transactions, mutual funds, and fixed-income trades
• The goal remains consistent for all interactions, both in-person, and over the phone: help customers feel more confident, make clearer decisions, and achieve their own financial dreams!
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - 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 2023. 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 Show more details...
via Tarta.ai
posted_at: 7 days agoschedule_type: Full-time
Job Summary:
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will
Job Summary:
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will prepare you for a fulfilling career at Fedility Investments.
Key Responsibilities:
• Respond to customer inquiries and provide excellent customer service.
• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• Handle customer needs, including balance inquiries, money movement, trading, and more.
• Answer questions and provide resources to deepen understanding and build confidence.
• Develop effective communication skills to establish rapport and relationships with customers and the team.
• Adapt to various work environments, including working in the office and from home.
Eligibility Criteria:
• Ability to establish rapport and relationships with customers and the team through effective communication.
• Listening and compassion skills to support the challenges of our diverse customers.
• Adaptability and flexibility in various work environments.
• Ability to handle different types of situations and drive conversations towards a resolution.
• Aptitude for completing the industry-leading development experience.
• Desire for continuous learning and dedication to studying and applying new concepts.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year (Colorado location only) This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Comprehensive benefits package, including maternal and parental leave, tuition reimbursement, student loan assistance, 401(K) 7% match, health insurance, dental insurance, vision insurance, disability insurance, paid time off, commuter benefit program, backup dependent care, charitable match, concierge services, wellness program, and fitness reimbursement.
• Paid time and support to obtain FINRA Series 07 and Series 63 certifications.
• Opportunities for career growth and advancement at Fedility Investments.
About Us:
A privately held corporation, Fidelity Investments' goal is to improve our clients' financial security. We support people who want to invest and make future plans. We support businesses and nonprofit groups in providing benefits to their employees. Additionally, we offer institutions and independent advisors technology and investment solutions to assist them manage their own clients' money Show more details...
As a Financial Consultant at Fedility Investments, you will provide exceptional customer service and support to clients. This includes answering customer inquiries, serving customer needs, and providing resources to deepen understanding and build confidence. You will be responsible for obtaining FINRA (Financial Industry Regulatory Authority) Series 7 and 63 licenses. The... comprehensive and supported career development experience will prepare you for a fulfilling career at Fedility Investments.
Key Responsibilities:
• Respond to customer inquiries and provide excellent customer service.
• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• Handle customer needs, including balance inquiries, money movement, trading, and more.
• Answer questions and provide resources to deepen understanding and build confidence.
• Develop effective communication skills to establish rapport and relationships with customers and the team.
• Adapt to various work environments, including working in the office and from home.
Eligibility Criteria:
• Ability to establish rapport and relationships with customers and the team through effective communication.
• Listening and compassion skills to support the challenges of our diverse customers.
• Adaptability and flexibility in various work environments.
• Ability to handle different types of situations and drive conversations towards a resolution.
• Aptitude for completing the industry-leading development experience.
• Desire for continuous learning and dedication to studying and applying new concepts.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year (Colorado location only) This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Comprehensive benefits package, including maternal and parental leave, tuition reimbursement, student loan assistance, 401(K) 7% match, health insurance, dental insurance, vision insurance, disability insurance, paid time off, commuter benefit program, backup dependent care, charitable match, concierge services, wellness program, and fitness reimbursement.
• Paid time and support to obtain FINRA Series 07 and Series 63 certifications.
• Opportunities for career growth and advancement at Fedility Investments.
About Us:
A privately held corporation, Fidelity Investments' goal is to improve our clients' financial security. We support people who want to invest and make future plans. We support businesses and nonprofit groups in providing benefits to their employees. Additionally, we offer institutions and independent advisors technology and investment solutions to assist them manage their own clients' money Show more details...
via Michigan Jobs - Tarta.ai
posted_at: 7 days agoschedule_type: Full-time
Job Summary:
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You
Job Summary:
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses.
Certifications:
Series 07 -FINRA
What qualifications do you need to be a Client Care Advocate?
• Ability to establish rapport and relationships through effective communication.
• Unwavering commitment to helping others while being proactive.
• To ensure that advocates can choose the best solutions to medical care problems, critical thinking, problem solving, decision-making, and active learning skills are required.
Responsibilities of an Client Advocate:
At Fidelity, the responsibilities of a patient care advocate include interacting with our clients via incoming calls and assisting them with a variety of needs such as:
• Responding to inquiries about their account balances.
• Directing them to the most suitable online financial resources.
• Educating them on how to improve their financial security and achieve their financial goals.
Benefits of an Client Care Advocate:
• Relocation benefits may be available.
• Student loan assistance and tuition reimbursement for eligible employees.
• 401(k): pre-tax and/or Roth.
• Catch-up contributions (50 years of age or older).
• Retiree Health Reimbursement Plan** with annual credits* that can be used to pay for eligible medical expenses in retirement.
• Medical coverage.
• Life insurance.
• Disability insurance.
About Company:
Fidelity Investments was founded by Edward C. Johnson 2d, and it continues to guide us forward as a pioneer in the world of investing, inspired by the quote "Take intelligent risks rather than follow the crowd."
We help over 40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses Show more details...
A Client Care Advocate assists patients in communicating with their healthcare providers so that they can obtain the information they need to make health-care decisions. Client Advocate can also help patients schedule doctor appointments and medical tests and get financial, legal, and social support...
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses.
Certifications:
Series 07 -FINRA
What qualifications do you need to be a Client Care Advocate?
• Ability to establish rapport and relationships through effective communication.
• Unwavering commitment to helping others while being proactive.
• To ensure that advocates can choose the best solutions to medical care problems, critical thinking, problem solving, decision-making, and active learning skills are required.
Responsibilities of an Client Advocate:
At Fidelity, the responsibilities of a patient care advocate include interacting with our clients via incoming calls and assisting them with a variety of needs such as:
• Responding to inquiries about their account balances.
• Directing them to the most suitable online financial resources.
• Educating them on how to improve their financial security and achieve their financial goals.
Benefits of an Client Care Advocate:
• Relocation benefits may be available.
• Student loan assistance and tuition reimbursement for eligible employees.
• 401(k): pre-tax and/or Roth.
• Catch-up contributions (50 years of age or older).
• Retiree Health Reimbursement Plan** with annual credits* that can be used to pay for eligible medical expenses in retirement.
• Medical coverage.
• Life insurance.
• Disability insurance.
About Company:
Fidelity Investments was founded by Edward C. Johnson 2d, and it continues to guide us forward as a pioneer in the world of investing, inspired by the quote "Take intelligent risks rather than follow the crowd."
We help over 40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses Show more details...
via Michigan Jobs - Tarta.ai
posted_at: 8 days agoschedule_type: Full-time
Job Description:
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support
Job Description:
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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 2023. 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 Bilingual Customer Service , Bookkeeper, and Financial Analyst and others in the Accounting and Finance to apply Show more details...
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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 2023. 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 Bilingual Customer Service , Bookkeeper, and Financial Analyst and others in the Accounting and Finance to apply Show more details...
via Michigan Jobs - Tarta.ai
posted_at: 8 days agoschedule_type: Full-time
Job Summary:
As a Financial Counselor at Fidelity Investments, you will provide exceptional customer service to clients by answering their questions, meeting their needs, and providing resources to increase their understanding and confidence. Financial Counselor necessitates the acquisition of FINRA Series 7 and 63 licences. You will be well-positioned for success in your career at Fidelity... Investments because Fidelitys provides ample professional
Job Summary:
As a Financial Counselor at Fidelity Investments, you will provide exceptional customer service to clients by answering their questions, meeting their needs, and providing resources to increase their understanding and confidence. Financial Counselor necessitates the acquisition of FINRA Series 7 and 63 licences. You will be well-positioned for success in your career at Fidelity... Investments because Fidelitys provides ample professional development opportunities.
We're Looking for Expertise:
• A CFP is helpful; if you do not already have one, our Tuition Reimbursement programme can assist you with classes to obtain one!
• Five years financial services experience, with 3-5 years of sales experience.
• Prior to hire, FINRA Series 7 and 63 are required. Series 66 (63/65) and Insurance Licenses are preferred or can be obtained on the job.
Skills Required of Financial Counselor:
• The candidate understands financial markets and can simplify complex concepts for High Net Worth clients, establishing rapport and credibility.
• They have extensive knowledge of investment products as well as an entrepreneurial spirit, having worked both independently and within large organisations.
• The candidate is technologically savvy and adaptable to new tools, works well in paperless environments, and can effectively introduce clients to various investment strategies.
• They have excellent listening and communication skills, as well as confidence in public speaking and group dynamics.
• The ability to collaborate with multiple partners enables an exceptional customer experience and the fulfilment of a wide range of investment requirements.
Certifications:
Certified Financial Planner / CFP - Issuing Authority, Series 07 ; FINRA, Series 63 FINRA, Series 66 FINRA
Committed to Professional Development:
• Pursue FINRA Series 7 and/or Series 63 licenses at Regional Centers.
• Tuition reimbursement for certification courses (online or in-person)
• Assess, build, and align development plan with skill-building resources.
• Paid training with a dedicated facilitator to track progress and provide strategies for improvement.
• Supportive and collaborative knowledge-sharing environment.
• Opportunities to give back by sharing expertise and helping others shape their careers.
Benefits of Financial Counselor:
• Adoption assistance.
• Maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
• Student loan assistance and helping you pay down your loans so you can save on interest, with up to $15K in contributions.
• Disability Insurance
• Medical coverage
About:
Fidelity Investments, a privately held company, is dedicated to enhancing the financial stability of its clients. They offer a range of services including personal investment planning, benefits delivery for companies and non-profit organizations, and investment and technology solutions for institutions and independent advisors to manage their clients' funds Show more details...
As a Financial Counselor at Fidelity Investments, you will provide exceptional customer service to clients by answering their questions, meeting their needs, and providing resources to increase their understanding and confidence. Financial Counselor necessitates the acquisition of FINRA Series 7 and 63 licences. You will be well-positioned for success in your career at Fidelity... Investments because Fidelitys provides ample professional development opportunities.
We're Looking for Expertise:
• A CFP is helpful; if you do not already have one, our Tuition Reimbursement programme can assist you with classes to obtain one!
• Five years financial services experience, with 3-5 years of sales experience.
• Prior to hire, FINRA Series 7 and 63 are required. Series 66 (63/65) and Insurance Licenses are preferred or can be obtained on the job.
Skills Required of Financial Counselor:
• The candidate understands financial markets and can simplify complex concepts for High Net Worth clients, establishing rapport and credibility.
• They have extensive knowledge of investment products as well as an entrepreneurial spirit, having worked both independently and within large organisations.
• The candidate is technologically savvy and adaptable to new tools, works well in paperless environments, and can effectively introduce clients to various investment strategies.
• They have excellent listening and communication skills, as well as confidence in public speaking and group dynamics.
• The ability to collaborate with multiple partners enables an exceptional customer experience and the fulfilment of a wide range of investment requirements.
Certifications:
Certified Financial Planner / CFP - Issuing Authority, Series 07 ; FINRA, Series 63 FINRA, Series 66 FINRA
Committed to Professional Development:
• Pursue FINRA Series 7 and/or Series 63 licenses at Regional Centers.
• Tuition reimbursement for certification courses (online or in-person)
• Assess, build, and align development plan with skill-building resources.
• Paid training with a dedicated facilitator to track progress and provide strategies for improvement.
• Supportive and collaborative knowledge-sharing environment.
• Opportunities to give back by sharing expertise and helping others shape their careers.
Benefits of Financial Counselor:
• Adoption assistance.
• Maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
• Student loan assistance and helping you pay down your loans so you can save on interest, with up to $15K in contributions.
• Disability Insurance
• Medical coverage
About:
Fidelity Investments, a privately held company, is dedicated to enhancing the financial stability of its clients. They offer a range of services including personal investment planning, benefits delivery for companies and non-profit organizations, and investment and technology solutions for institutions and independent advisors to manage their clients' funds Show more details...
via Tarta.ai
posted_at: 2 days agoschedule_type: Full-time
Job Summary:
As an associate in the financial services industry at Fidelity Investments, you will deliver outstanding customer service to clients, responding to their inquiries, meeting their needs, and offering resources to enhance their knowledge and increase their confidence. You will be accountable for obtaining the FINRA Series 7 and 63 licenses. With the company's extensive and supported... professional growth opportunities, you will be well-equipped
Job Summary:
As an associate in the financial services industry at Fidelity Investments, you will deliver outstanding customer service to clients, responding to their inquiries, meeting their needs, and offering resources to enhance their knowledge and increase their confidence. You will be accountable for obtaining the FINRA Series 7 and 63 licenses. With the company's extensive and supported... professional growth opportunities, you will be well-equipped for a successful career at Fidelity Investments.
Key Responsibilities:
• Respond to inquiries from customers and provide excellent customer service.
• Our industry-leading paid development experience will fully prepare you to interact with customers while taking the SIE, Series 7 Top Off, and Series 63 exams.
• Handle customer requests such as balance inquiries, money transfers, trading, and more.
• Answer questions and provide resources to help you gain a better understanding and confidence.
• Improve your communication skills in order to build rapport and relationships with customers and the team.
• Adapt to a variety of work environments, including office and home-based work.
Eligibility Criteria:
• Effective communication skills are required to build rapport and relationships with customers and members of the team.
• Listening and compassion skills are required to support our diverse customers' challenges.
• Adaptability and flexibility in a variety of work settings.
• Capability to handle a variety of situations and steer conversations toward a resolution.
• Ability to complete an industry-leading development experience.
• The desire to learn new things on a regular basis, as well as the dedication to studying and applying new ideas.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year.This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Adoption assistance.
• Backup dependent care.
• Maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• Healthy dining program.
• Fitness reimbursement program.
• 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
• Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Dedicated to Professional Growth:
• Through resources such as our skill-building classroom and online courses, you can assess, build, and align your development plan.
• Technology, leadership, and management training on video.
• A range of talent development programs to support career mobility.
• Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new skills.
• Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
EEO Statement:
Fidelity Investments is a equal opportunity employer. Fidelity believe that creating an enduring culture of inclusion and belonging is the most effective way to attract, develop, and retain a diverse workforce Show more details...
As an associate in the financial services industry at Fidelity Investments, you will deliver outstanding customer service to clients, responding to their inquiries, meeting their needs, and offering resources to enhance their knowledge and increase their confidence. You will be accountable for obtaining the FINRA Series 7 and 63 licenses. With the company's extensive and supported... professional growth opportunities, you will be well-equipped for a successful career at Fidelity Investments.
Key Responsibilities:
• Respond to inquiries from customers and provide excellent customer service.
• Our industry-leading paid development experience will fully prepare you to interact with customers while taking the SIE, Series 7 Top Off, and Series 63 exams.
• Handle customer requests such as balance inquiries, money transfers, trading, and more.
• Answer questions and provide resources to help you gain a better understanding and confidence.
• Improve your communication skills in order to build rapport and relationships with customers and the team.
• Adapt to a variety of work environments, including office and home-based work.
Eligibility Criteria:
• Effective communication skills are required to build rapport and relationships with customers and members of the team.
• Listening and compassion skills are required to support our diverse customers' challenges.
• Adaptability and flexibility in a variety of work settings.
• Capability to handle a variety of situations and steer conversations toward a resolution.
• Ability to complete an industry-leading development experience.
• The desire to learn new things on a regular basis, as well as the dedication to studying and applying new ideas.
Certifications:
Assist with obtaining Series 07 and Series 63 certificates from FINRA.
Pay Rate:
$47,500 per year.This position is eligible for an annual bonus opportunity.
Benefits You Get:
• Adoption assistance.
• Backup dependent care.
• Maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• Healthy dining program.
• Fitness reimbursement program.
• 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
• Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Dedicated to Professional Growth:
• Through resources such as our skill-building classroom and online courses, you can assess, build, and align your development plan.
• Technology, leadership, and management training on video.
• A range of talent development programs to support career mobility.
• Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new skills.
• Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
EEO Statement:
Fidelity Investments is a equal opportunity employer. Fidelity believe that creating an enduring culture of inclusion and belonging is the most effective way to attract, develop, and retain a diverse workforce Show more details...
via Ladders
posted_at: 8 days agoschedule_type: Full-timesalary: 80K–100K a year
Job Description:
You are to be seen as a member of the “HR Team” with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement and financial goals...
This role requires you to live in the Greater St. Louis, MO area, as you will be on the local client campus 4-5 days a week.
The Expertise We’re Looking For
• Bachelor’s degree
• Minimum of 5 years of proven consultative
Job Description:
You are to be seen as a member of the “HR Team” with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement and financial goals...
This role requires you to live in the Greater St. Louis, MO area, as you will be on the local client campus 4-5 days a week.
The Expertise We’re Looking For
• Bachelor’s degree
• Minimum of 5 years of proven consultative sales experience in a sales capacity, providing financial planning services to high net worth clients
• Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues
• Series 7, 63, 65/66 required
• Certified Financial Planner (CFP) designation is preferred
• Life and annuity licenses are required within a year
The Purpose of Your Role
As member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You will also serve as the liaison between the client and internal business partners to ensure Fidelity’s overall ongoing success.
The Skills You Bring
• Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
• You are a consultative professional who is proficient in retirement guidance
• You have a strong public speaking and public relations acumen
• You have the ability and desire to develop broader and deeper business relationships
• You are intrinsically motivated to succeed and excel in client-oriented engagements
• You bring institutional and retail product knowledge, and you are excited about continued professional training and development
Travel
• The Workplace Financial Consultant will be expected to deliver content either in person or virtual, dependent on plan sponsor needs
• Ability to travel up to 50%
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs
(opens in a new tab)
are designed to assist 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:
The Value You Deliver
• Leading high-quality face-to-face and virtual meetings for retirement plan participants, including enrollment, transition, general education, and more advanced investments
• Providing investment direction by using guidance tools to match needs with suitable solutions
• Acquiring, retaining, and developing the customer relationship
• Coordinating professional regional or virtual workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
• Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the participant’s broad range of investment needs
How Your Work Impacts the Organization
The Personal Investing (PI) business unit provides retail brokerage, mutual funds, managed accounts, annuities and other financial products and services to millions of individual investors. PI includes Fidelity’s life insurance and annuities business, including workplace savings for tax-exempt organizations. As a Dedicated Retirement Planner within PI, you help develop and maintain assets with public sector companies in a particular region. Your work contributes to the success of a company known for customer satisfaction in the financial services industry.
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 are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 – FINRA, Series 66 – 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 2023. 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.”
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 Show more details...
You are to be seen as a member of the “HR Team” with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement and financial goals...
This role requires you to live in the Greater St. Louis, MO area, as you will be on the local client campus 4-5 days a week.
The Expertise We’re Looking For
• Bachelor’s degree
• Minimum of 5 years of proven consultative sales experience in a sales capacity, providing financial planning services to high net worth clients
• Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues
• Series 7, 63, 65/66 required
• Certified Financial Planner (CFP) designation is preferred
• Life and annuity licenses are required within a year
The Purpose of Your Role
As member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You will also serve as the liaison between the client and internal business partners to ensure Fidelity’s overall ongoing success.
The Skills You Bring
• Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
• You are a consultative professional who is proficient in retirement guidance
• You have a strong public speaking and public relations acumen
• You have the ability and desire to develop broader and deeper business relationships
• You are intrinsically motivated to succeed and excel in client-oriented engagements
• You bring institutional and retail product knowledge, and you are excited about continued professional training and development
Travel
• The Workplace Financial Consultant will be expected to deliver content either in person or virtual, dependent on plan sponsor needs
• Ability to travel up to 50%
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs
(opens in a new tab)
are designed to assist 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:
The Value You Deliver
• Leading high-quality face-to-face and virtual meetings for retirement plan participants, including enrollment, transition, general education, and more advanced investments
• Providing investment direction by using guidance tools to match needs with suitable solutions
• Acquiring, retaining, and developing the customer relationship
• Coordinating professional regional or virtual workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
• Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the participant’s broad range of investment needs
How Your Work Impacts the Organization
The Personal Investing (PI) business unit provides retail brokerage, mutual funds, managed accounts, annuities and other financial products and services to millions of individual investors. PI includes Fidelity’s life insurance and annuities business, including workplace savings for tax-exempt organizations. As a Dedicated Retirement Planner within PI, you help develop and maintain assets with public sector companies in a particular region. Your work contributes to the success of a company known for customer satisfaction in the financial services industry.
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 are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 – FINRA, Series 66 – 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 2023. 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.”
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 Show more details...
via Tarta.ai
posted_at: 9 days agoschedule_type: Full-time
Financial Counselor Professional at Fidelity Investments:
Join Fidelity Investments as aFinancial Counselor and provide exceptional customer service to clients. You will be the go-to person for clients' inquiries and requests, responding promptly and efficiently while offering helpful resources to enhance their financial knowledge. As a key member of the team, you will also be responsible for... obtaining FINRA Series 7 and 63 licenses. With ample
Financial Counselor Professional at Fidelity Investments:
Join Fidelity Investments as aFinancial Counselor and provide exceptional customer service to clients. You will be the go-to person for clients' inquiries and requests, responding promptly and efficiently while offering helpful resources to enhance their financial knowledge. As a key member of the team, you will also be responsible for... obtaining FINRA Series 7 and 63 licenses. With ample professional growth opportunities and training programs, you will have the tools to thrive in this exciting and dynamic role.
Key Accountabilities:
• Provide top-notch customer service by answering client inquiries and addressing their needs.
• Participate in the company's comprehensive paid development program to prepare for the SIE, Series 7 Top Off, and Series 63 exams.
• Conduct customer transactions such as account balances, money transfers, and securities trading.
• Empower clients by answering questions and offering informative resources.
• Enhance communication skills to build positive relationships with clients and team members.
• Flexibility to work in both office and remote settings.
Qualifications:
• Strong communication skills to effectively engage with clients and team members.
• Compassion and active listening skills to support clients with diverse needs.
• Ability to adapt to different work environments.
• Problem-solving and conflict-resolution skills.
• Commitment to the development program and continuous learning.
• Willingness to embrace new knowledge and ideas.
Licensing Requirements:
Assist in obtaining FINRA Series 07 and Series 63 certifications.
Compensation:
Starting salary of $47,500 per year with an annual bonus opportunity.
Excellent Benefits Package:
• Adoption assistance.
• Backup dependent care.
• Generous maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• Healthy dining program.
• Fitness reimbursement program.
• 401(k) Retirement Savings Plan with dollar-for-dollar match of up to 7% of eligible compensation.
• Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Career Growth Opportunities:
• Customizable career development plan with access to online courses and skill-building programs.
• Leadership and management training through video resources.
• Diverse talent development programs to support career advancement.
• Mentorship program to help you expand your skills and explore new areas within the company.
• Opportunities to pay it forward by sharing your knowledge and helping others grow in their careers.
Diversity and Inclusion:
Fidelity Investments is an equal-opportunity employer and is committed to creating a culture of inclusion and belonging for all employees Show more details...
Join Fidelity Investments as aFinancial Counselor and provide exceptional customer service to clients. You will be the go-to person for clients' inquiries and requests, responding promptly and efficiently while offering helpful resources to enhance their financial knowledge. As a key member of the team, you will also be responsible for... obtaining FINRA Series 7 and 63 licenses. With ample professional growth opportunities and training programs, you will have the tools to thrive in this exciting and dynamic role.
Key Accountabilities:
• Provide top-notch customer service by answering client inquiries and addressing their needs.
• Participate in the company's comprehensive paid development program to prepare for the SIE, Series 7 Top Off, and Series 63 exams.
• Conduct customer transactions such as account balances, money transfers, and securities trading.
• Empower clients by answering questions and offering informative resources.
• Enhance communication skills to build positive relationships with clients and team members.
• Flexibility to work in both office and remote settings.
Qualifications:
• Strong communication skills to effectively engage with clients and team members.
• Compassion and active listening skills to support clients with diverse needs.
• Ability to adapt to different work environments.
• Problem-solving and conflict-resolution skills.
• Commitment to the development program and continuous learning.
• Willingness to embrace new knowledge and ideas.
Licensing Requirements:
Assist in obtaining FINRA Series 07 and Series 63 certifications.
Compensation:
Starting salary of $47,500 per year with an annual bonus opportunity.
Excellent Benefits Package:
• Adoption assistance.
• Backup dependent care.
• Generous maternity and parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave).
• Healthy dining program.
• Fitness reimbursement program.
• 401(k) Retirement Savings Plan with dollar-for-dollar match of up to 7% of eligible compensation.
• Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Career Growth Opportunities:
• Customizable career development plan with access to online courses and skill-building programs.
• Leadership and management training through video resources.
• Diverse talent development programs to support career advancement.
• Mentorship program to help you expand your skills and explore new areas within the company.
• Opportunities to pay it forward by sharing your knowledge and helping others grow in their careers.
Diversity and Inclusion:
Fidelity Investments is an equal-opportunity employer and is committed to creating a culture of inclusion and belonging for all employees Show more details...
via Michigan Jobs - Tarta.ai
posted_at: 5 days agoschedule_type: Full-time
Job Description:
As a Financial Advisor at Fidelity, you will have the opportunity to improve financial futures while being a crucial part of a customer-facing team. Financial Advisor will involve answering calls, promoting services, and fostering positive relationships with clients, while receiving ongoing training to acquire your Series 7 and 63 licenses...
Qualifications of Financial Advisor:
• A desire to help people and previous experience
Job Description:
As a Financial Advisor at Fidelity, you will have the opportunity to improve financial futures while being a crucial part of a customer-facing team. Financial Advisor will involve answering calls, promoting services, and fostering positive relationships with clients, while receiving ongoing training to acquire your Series 7 and 63 licenses...
Qualifications of Financial Advisor:
• A desire to help people and previous experience in customer service, phone work, or financial services is preferred.
• You are a flexible, motivated team player with a positive attitude.
• Background in banking, insurance, or finance is a plus, but not required as training will be provided.
• Structured learning and study opportunities are available to help you obtain your Series 7 and 63 licenses quickly.
Financial Advisor Responsibilities:
• Financial Advisor will interact with clients, providing exceptional customer service and assisting with various requests, from account balances to directing them to the appropriate resources.
• Financial Advisor will also act as a subject matter expert for in-person transactions and strive to deepen client relationships.
• Be adaptable to various work environments, including office and remote settings.
• Enhance communication skills to build strong relationships with customers and team members.
Skills for Financial Advisor:
• A desire to learn and grow in the financial services industry.
• A commitment to delivering outstanding customer service and exceeding expectations.
• Strong interpersonal skills, attention to detail, and ability to manage multiple tasks.
• A coachable, collaborative, and curious mindset.
Value you Deliver:
• You will be a key member of the team, providing support to Fidelitys valuable clients and contributing to the success of the business.
• By engaging with customers, answering inquiries, and offering product and service guidance, you will enhance customer loyalty and build relationships.
• After training, you will be able to process equity transactions, mutual funds, and fixed-income trades.
• The goal of every interaction, both in-person and over the phone, is to help customers make clearer decisions, feel more confident, and achieve their financial goals.
EEO Statement:
Fidelity Investments is an equal opportunity employer, committed to a diverse and inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Our goal is to create an environment where all employees feel valued and supported, and we believe that diversity and inclusion are key to our success Show more details...
As a Financial Advisor at Fidelity, you will have the opportunity to improve financial futures while being a crucial part of a customer-facing team. Financial Advisor will involve answering calls, promoting services, and fostering positive relationships with clients, while receiving ongoing training to acquire your Series 7 and 63 licenses...
Qualifications of Financial Advisor:
• A desire to help people and previous experience in customer service, phone work, or financial services is preferred.
• You are a flexible, motivated team player with a positive attitude.
• Background in banking, insurance, or finance is a plus, but not required as training will be provided.
• Structured learning and study opportunities are available to help you obtain your Series 7 and 63 licenses quickly.
Financial Advisor Responsibilities:
• Financial Advisor will interact with clients, providing exceptional customer service and assisting with various requests, from account balances to directing them to the appropriate resources.
• Financial Advisor will also act as a subject matter expert for in-person transactions and strive to deepen client relationships.
• Be adaptable to various work environments, including office and remote settings.
• Enhance communication skills to build strong relationships with customers and team members.
Skills for Financial Advisor:
• A desire to learn and grow in the financial services industry.
• A commitment to delivering outstanding customer service and exceeding expectations.
• Strong interpersonal skills, attention to detail, and ability to manage multiple tasks.
• A coachable, collaborative, and curious mindset.
Value you Deliver:
• You will be a key member of the team, providing support to Fidelitys valuable clients and contributing to the success of the business.
• By engaging with customers, answering inquiries, and offering product and service guidance, you will enhance customer loyalty and build relationships.
• After training, you will be able to process equity transactions, mutual funds, and fixed-income trades.
• The goal of every interaction, both in-person and over the phone, is to help customers make clearer decisions, feel more confident, and achieve their financial goals.
EEO Statement:
Fidelity Investments is an equal opportunity employer, committed to a diverse and inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Our goal is to create an environment where all employees feel valued and supported, and we believe that diversity and inclusion are key to our success Show more details...
via Tarta.ai
posted_at: 18 days agoschedule_type: Full-time
Job Summary:
As an Investment Representative at Fidelity Investments, you will play a crucial role in providing exceptional customer service to clients and helping them understand and feel confident about their investments. With a focus on strong communication skills and a desire for continuous learning, you will handle customer inquiries, provide answers and resources, and build strong... relationships with clients and team members. This position
Job Summary:
As an Investment Representative at Fidelity Investments, you will play a crucial role in providing exceptional customer service to clients and helping them understand and feel confident about their investments. With a focus on strong communication skills and a desire for continuous learning, you will handle customer inquiries, provide answers and resources, and build strong... relationships with clients and team members. This position requires obtaining FINRA Series 7 and 63 licenses, which Fidelity will provide comprehensive training for.
Investment Representative Key Responsibilities:
• Customer Service: Address client inquiries and requests, providing exceptional customer service at all times.
• Training: Complete a comprehensive training program to prepare for customer interactions and exams.
• Customer Requests: Handle balance inquiries, money transfers, and trades, as needed.
• Education and Resources: Provide answers and resources to help clients increase their understanding and confidence.
• Communication: Enhance communication skills to build strong relationships with customers and team members.
• Adaptability: Be flexible and adaptable to various work environments, including office and remote settings.
What Qualifications does a Investment Representative:
• Strong Communication: Excellent listening and speaking skills are essential for this role.
• Empathy: Ability to connect with and support a diverse customer base.
• Adaptability: Ability to adapt and be flexible in various work settings.
• Conflict Resolution: Strong conflict resolution skills.
• Continuous Learning: A desire for continuous learning and improvement.
• Training: Ability to complete a comprehensive training program.
Certifications Required:
• FINRA Series 7 and Series 63 certificates.
Perks and Benefits:
• Adoption Assistance: Help with adoption expenses.
• Backup Dependent Care: Assistance with dependent care during unexpected events.
• Maternity and Parental Leave: Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave.
• Healthy Dining: Access to a healthy dining program.
• Fitness Reimbursement: Reimbursement for fitness-related expenses.
• Retirement Savings: 401(k) plan with Fidelity matching contributions up to 7% of eligible compensation.
• Health Benefits: Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Professional Development:
• Skill Building: Access to skill-building courses, both in-person and online.
• Tuition Reimbursement: Reimbursement for online or in-person course work.
• Video-based Training: Video-based training in technology, leadership, management, and more.
• Talent Development: Opportunities for career mobility through talent development programs.
• Mentorship: Dedicated mentors to help with career growth.
• Knowledge Sharing: Opportunities to share knowledge with others.
About the Company:
At Fidelity, we believe in the power of long-term investing and the importance of preserving and growing wealth over time. With a commitment to putting clients first, we work tirelessly to provide the highest level of service and support. Join our mission to help clients achieve their financial goals and discover the power of Fidelity Investments Show more details...
As an Investment Representative at Fidelity Investments, you will play a crucial role in providing exceptional customer service to clients and helping them understand and feel confident about their investments. With a focus on strong communication skills and a desire for continuous learning, you will handle customer inquiries, provide answers and resources, and build strong... relationships with clients and team members. This position requires obtaining FINRA Series 7 and 63 licenses, which Fidelity will provide comprehensive training for.
Investment Representative Key Responsibilities:
• Customer Service: Address client inquiries and requests, providing exceptional customer service at all times.
• Training: Complete a comprehensive training program to prepare for customer interactions and exams.
• Customer Requests: Handle balance inquiries, money transfers, and trades, as needed.
• Education and Resources: Provide answers and resources to help clients increase their understanding and confidence.
• Communication: Enhance communication skills to build strong relationships with customers and team members.
• Adaptability: Be flexible and adaptable to various work environments, including office and remote settings.
What Qualifications does a Investment Representative:
• Strong Communication: Excellent listening and speaking skills are essential for this role.
• Empathy: Ability to connect with and support a diverse customer base.
• Adaptability: Ability to adapt and be flexible in various work settings.
• Conflict Resolution: Strong conflict resolution skills.
• Continuous Learning: A desire for continuous learning and improvement.
• Training: Ability to complete a comprehensive training program.
Certifications Required:
• FINRA Series 7 and Series 63 certificates.
Perks and Benefits:
• Adoption Assistance: Help with adoption expenses.
• Backup Dependent Care: Assistance with dependent care during unexpected events.
• Maternity and Parental Leave: Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave.
• Healthy Dining: Access to a healthy dining program.
• Fitness Reimbursement: Reimbursement for fitness-related expenses.
• Retirement Savings: 401(k) plan with Fidelity matching contributions up to 7% of eligible compensation.
• Health Benefits: Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA).
Professional Development:
• Skill Building: Access to skill-building courses, both in-person and online.
• Tuition Reimbursement: Reimbursement for online or in-person course work.
• Video-based Training: Video-based training in technology, leadership, management, and more.
• Talent Development: Opportunities for career mobility through talent development programs.
• Mentorship: Dedicated mentors to help with career growth.
• Knowledge Sharing: Opportunities to share knowledge with others.
About the Company:
At Fidelity, we believe in the power of long-term investing and the importance of preserving and growing wealth over time. With a commitment to putting clients first, we work tirelessly to provide the highest level of service and support. Join our mission to help clients achieve their financial goals and discover the power of Fidelity Investments Show more details...
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