Investment Advisor Representative
Company: Fidelity Investments
Location: Springfield
Posted on: May 9, 2022
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Job Description:
Job Description: Client Management Representative The Purpose of
Your Role As a Client Management Representative, you will help
support and guide Fidelity clients who have a managed portfolio via
phone . It is a direct customer contact role in which you will
address the clients--- needs regarding managed account s, serving
as Advisory Services--- voice to the customer. The Expertise
We---re Looking For FINRA Series 7 required FINRA Series 63 and 65
or Series 66 licensed or ability to acquire upon hire Minimum of 3
years of previous financial services experience Broad based
knowledge and understanding of general financial planning concepts
, including managed solutions Demonstrated relationship management
skills and p revious experience with client consultation The Skills
You Bring Strong verbal and written communication skills A
comprehensive understanding of managed solutions and retirement
offerings Your ability to effectively influence others A
self-starter and problem solver with robust time management and
organizational skills Comfortable working independently, within the
infrastructure of a large organization The Value You Deliver
Educating clients on an ongoing basis regarding asset allocation
Conducting annual reviews of client---s profiles to ensure suitable
portfolio allocations Probing, uncovering, and incorporating all
relevant financial and personal data to identify the most
appropriate investment strategy and identify additional investment
opportunities Conducting welcome calls with new clients to solidify
the relationship and outline the service model 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.
COVID work policy Safety is our top priority. 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. Regular participation at our on-location sites is an
important part of our culture. Please be mindful of commute
distance when considering applying. Learn More: ? ? Dynamic Working
Certifications: 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 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. As a result of COVID-19, many of
our associates are continuing to work remotely. 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 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 Leave of
Absence/Accommodation Team by sending an email to accommodations
fmr.com , or by calling 800-835-5099, prompt 2, option 2. We
welcome those with experience in jobs such as Customer Account
Manager, Sales Associate, and Field Sales and others in the Sales
to apply.
Keywords: Fidelity Investments, Springfield , Investment Advisor Representative, Other , Springfield, Ohio
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