Fidelity Investments
A Fidelity Investments CompanyDescription
Fidelity Investments, a privately held financial services leader established in 1946, has been strengthening the financial well-being of its customers for over 77 years. Headquartered in Boston with a global presence spanning nine countries across North America, Europe, Asia, and Australia, Fidelity employs more than 74,000 associates dedicated to delivering superior financial outcomes.
As one of the largest financial services firms in the United States, Fidelity manages an impressive $12.6 trillion in assets under administration, including $4.9 trillion in discretionary assets as of December 31, 2023. The company's extensive reach and market leadership position it uniquely within the financial services industry to serve a diverse range of clients.
Fidelity's business model centers on meeting the unique needs of individuals, families, employers, wealth management firms, and institutions through its diversified, market-leading financial services. The company's longevity and private ownership structure have allowed it to maintain a consistent focus on long-term client outcomes rather than short-term shareholder demands.
For career-minded professionals, Fidelity offers a dynamic work environment where innovation meets stability. The company's substantial size provides numerous pathways for career advancement across multiple business units and geographic locations. Employees benefit from working at an established financial leader that continues to adapt to changing market conditions and evolving customer needs.
Fidelity's commitment to strengthening financial well-being extends to its associates through comprehensive benefits and professional development opportunities. By joining Fidelity, you become part of a respected organization dedicated to helping millions of customers achieve better financial outcomes while building your own expertise in the financial services sector.
Jobs for Fidelity Investments in United States
Fidelity Investments89052 Henderson, NV2 days ago- Fidelity Investments76262 Westlake, TX2 days ago
- Fidelity Investments44333 Fairlawn, OH5 days ago
- Fidelity Investments23113 Midlothian, VA5 days ago
- Fidelity Investments76262 Westlake, TX11 days ago
- Fidelity Investments02917 Smithfield, RI11 days ago
- Fidelity Investments63017 Chesterfield, MO11 days ago
Financial Consultant Henderson
- Description
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
- Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
- The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We 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.
- The Expertise We’re Looking For:
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- The Skills You Bring:
- 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
- Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
- The Value You Deliver:
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.