You will develop financial plans customized to the needs of Fidelity’s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Skills You Bring
In a team-based, sales environment you take initiative and surpass expectations.
You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
Incomparable consultative selling and organizational skills
The Value You Deliver
Providing needs-based guidance to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide variety of financial products and services
Effectively engaging clients through face to face interactions, reflecting your interpersonal communication and relationship building skills
How Your Work Impacts the Organization
Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, 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 great benefits. While you build relationships here, you will also be building your career!
The Expertise We’re Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
At Fidelity Investments, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this we...ll, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.