Financial Services Representative
Company: Fidelity Investments
Location: Hartford
Posted on: May 28, 2023
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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
strategies The 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
it The Purpose of Your Role 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. 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 needs The 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 investments Our Investments in You We believe it is
important to approach life holistically. Fidelity's greatest
advantage is our people so our benefit programs(opens in a new tab)
are designed to help you and your loved ones strike the right
balance. Sound too good to be true? See for yourself and learn more
about our benefits offerings: We offer a competitive total rewards
package, including a stable base salary, to recognize associate
achievements Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments(opens in a new tab) Click here for a story about how we
are helping our employee's payback their student loan debt(opens in
a new tab) How Your Work Impacts the Organization Working 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/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: Certified
Financial Planner - / CFP- - - Issuing Authority, Series 07 -
FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview Fidelity 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 Us At 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
fidelitycareers.com . 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 accommodations fmr.com , or by calling
800-835-5099, prompt 2, option 3. We welcome those with experience
in jobs such as Accounts Receivable Clerk, Accounting Assistant,
and Accounting Manager and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Hartford , Financial Services Representative, Sales , Hartford, Connecticut
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