Financial Consultant, National Investor Center - Greenwood Village, CO
About The Position
Phone Financial Consultant “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.
Requirements
- FINRA Series 7 & 63 required prior to hire
- Five years financial services experience, with 3-5 years of sales experience
- 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
Nice To Haves
- Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
- A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
Responsibilities
- Deepening relationships and complex financial planning with clients
- Delivering 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
- Developing existing relationships to retain and increase total assets and profitability
- Offering mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand
- Provide comprehensive and complex investment solutions
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
