“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!
- 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
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
- 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
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
