Financial Representative
Company: Fidelity Investments
Location: Snow Hill
Posted on: September 19, 2023
Job Description:
Are you ready to use your experience to make a bigger impact? Is
it time to explore new challenges and acquire new skills? Fidelity
recognizes the value in your professional experience and the
various skills you bring to the table. This is a unique opportunity
for licensed associates to join an enhanced, structured learning
program specifically designed to help you transition into a role
focused on financial planning. In the Accelerated Advisor program,
you will receive best-in-class training and skill development that
will help you acclimate seamlessly into a new advisor position.
- Robust and formal learning schedule both virtually and in a
classroom, to develop the skills you need to build meaningful
relationships with clients
- Customized coaching and development for a career in financial
planning
- Competitive, predictable compensation throughout the program
This is a paid position where you will work as a National Investor
Center employee* in one of our regional centers, connecting with
clients via phone or Zoom and leading them on a path of financial
security. Upon successful completion of this program, associates
will be eligible for promotion to a traditional Financial
Consultant role, salary grade, and compensation structure.
.National Investor Center employees are expected to adhere to a
regional center dynamic working schedule. The Experience We're
Looking For
- Previous success in a sales role OR aptitude to excel in a
sales environment
- FINRA Series 7 & 63 licensed associates looking to apply their
experience in new ways
- Keen ability to present complex solutions or products to a
sophisticated client base
- Degree and/or other professional certifications, such as the
CFP, are helpful Associates who have been in a planning & advice,
engagement, or sales role for at least a one year may have higher
likelihood of success in the FCI program The Skills You Bring
- Eager to learn about various investment products so that you
may help customers make more informed decisions that enable them to
plan for a strong financial future
- 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 The Value You
Deliver
- Supporting our clients by providing comprehensive investment
solutions and retirement plans to meet their needs both now, and
for their future.
- Effectively engaging clients through virtual interactions,
reflecting your interpersonal communication and relationship
building skills
- Continuing to make a positive impact on your community while
honing your professional skills and experience 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 66 - 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 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 . Most associates will have a hybrid schedule with
a requirement to work onsite at a Fidelity work location for at
least one week, 5 consecutive days, every four weeks. These
requirements are subject to change.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 Accommodation Team by sending an
email to or by calling , prompt 2, option 3.At Fidelity, we value
honesty, integrity, and the safety of our associates and customers
within a heavily regulated industry. Certain roles may require
candidates to go through a preliminary credit check during the
screening process. Candidates who are presented with a Fidelity
offer will need to go through a background investigation and may be
asked to provide additional documentation as requested. This
investigation includes but is not limited to a criminal, civil
litigations and regulatory review, employment, education, and
credit review (role dependent). These investigations will account
for 7 years or more of history, depending on the role. Where
permitted by federal or state law, Fidelity will also conduct a
pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine. We welcome those with experience in jobs such as
Payroll Specialist, Financial Analyst, and Retail Sales
Representative and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Greenville , Financial Representative, Accounting, Auditing , Snow Hill, North Carolina
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