Financial Representative
Company: Fidelity Investments
Location: Rockville
Posted on: January 16, 2023
Job Description:
Job Description: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 a premier
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
strategiesThe -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
- Experience with High Net Worth clients
- A CFP is preferred if you don't already have your CFP, our
Tuition Reimbursement program can help you with classes to obtain
itThe -Purpose -of Your RoleWe fully support you with an open
architecture product platform and top resources in the financial
industry, while you nurture relationships with an existing client
base. Your keen focus, motivational skills and leadership qualities
are prime attributes as you provide the appropriate investment
solutions to existing clients and help expand the acquisition of
new customers.The -Skills -You Bring
- You demonstrate a deep understanding of financial markets, and
can effectively simplify complex financial concepts while building
rapport and credibility with highly valued clientele
- Remarkable knowledge of investment products
- Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
- Collaborating with multiple business partners allows you to
craft an unsurpassed customer experience and meet the client's
broad range of investment needsThe -Value -You Deliver
- No longer spending time on cold calls and sourcing new clients,
you are able to make an impact in the lives of your clients through
deepening relationships and complex financial planning
- Your integrity, insights, interpersonal skills and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
- Educating customers on the technology and channels available to
them to better monitor, maintain, and handle their investmentsHow
Your Work -Impacts -the OrganizationWorking in our Investor Center,
you will engage face-to-face with your customers, offering
mentorship and personalized planning, while helping extend the
reach of the firm's brand. Backed by Fidelity's open architecture,
you're able to provide comprehensive investment guidance and
sustain long-lasting relationships. We will provide you the support
of a well-rounded team of professionals, unlimited access to some
of the best resources and tools in the industry, and a top
compensation package with excellent benefits. While you form
relationships here, you will also be building your career!Please
see below for the salary range for work locations in Colorado
only:N/APlease see below for the salary range for work locations in
New York City, Westchester County, NY and Jersey City, NJ
only:N/APlease see below for the salary range for work locations in
California only:N/APlease see below for the salary range for work
locations in Washington only:N/ACertifications:Series 07 - FINRA,
Series 63 - FINRA, Series 66 - FINRACompany 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 -, we
have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.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 "."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 800-835-5099, prompt 2, option 3. We welcome those with
experience in jobs such as Accountant, Billing, Cost, and Rate
Clerk, and Accounts Receivable Clerk and others in the Accounting
and Finance to apply.
Keywords: Fidelity Investments, Rockville , Financial Representative, Accounting, Auditing , Rockville, Maryland
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