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Associate Financial Advisor

Company: Fidelity Investments
Location: Palatka
Posted on: July 30, 2022

Job Description:

Job Description:

Is it time to explore new challenges in your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise We re Looking For

  • Previous success in sales, preferably in financial services
  • Client or customer consultation experience
  • Excellent phone and e-mail customer service skills
  • Comprehensive understanding of financial services markets, the economy and of industry trends
  • FINRA Series 7 licensed
  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire
  • Degree and/or other professional certifications are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
    The Purpose of Your Role

    As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.

    The Skills You Bring
    • Comprehensive understanding/interest in the financial services market, economy, and industry trends
    • Results-oriented and comfortable working independently within the infrastructure of a large organization
    • Strong technology skills and comfort with learning how to use new tools
    • Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting
    • Excellent interpersonal skills
    • Robust influencing and client engagement skills
      Our Investments in You

      We believe it is important to approach life holistically. Fidelity s greatest advantage is our people so our benefit programs 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
      • Click here for a story about how we are helping our employee s payback their student loan debt
        The Value You Deliver
        • Building and having fast-growing customer relationships by identifying customer s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services
        • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
        • Partnering with other functions and roles within the organization to drive additional business
        • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
        • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry
          How Your Work Impacts the Organization

          The Investment Solutions Representative works with clients in Fidelity s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You ll be the one who will personally work with them to help achieve their dreams- whether that s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that s why we ll surround you with amazing, supportive people and all the tools you need.

          We believe in being . Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

          We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

          COVID work policy

          Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

          Dynamic working - post pandemic

          Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

          Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

          Learn More: Dynamic Working

          Certifications:

          Series 07 - FINRA, Series 63 - 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 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.

          Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 ."

          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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

          We welcome those with experience in jobs such as Finance Manager, Sales Associate, and Business Services Representative and others in the Sales to apply.

Keywords: Fidelity Investments, Palm Coast , Associate Financial Advisor, Accounting, Auditing , Palatka, Florida

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