Financial Planner
Company: Fidelity Investments
Location: Denver
Posted on: January 27, 2023
Job Description:
Job Description: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 InvestmentsIs
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.The Expertise We're Looking For
- FINRA Series 7 & 63 required prior to hire
- Series 66 (63/65) and Insurance Licenses preferred or to be
obtained upon hire
- Five years financial services experience, with 3-5 years of
sales experience
- A CFP is helpful; if you don't already have your CFP, our
Tuition Reimbursement program can help you with classes to obtain
it!The Purpose of Your RoleWe work collaboratively with multiple
business specialists within a phone center and across a field
network, we are building the best possible customer experience to
meet the clients' broad range of investment needs. 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 sharp 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 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
- Collaborating with multiple business partners allows you to
craft an unsurpassed customer experience and meet the client's
broad range of investment needsOur Investments in YouWe 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)The Value You
Deliver
- No longer spending time on cold calls and sourcing new clients,
you can make an impact in the lives of your clients through
deepening relationships and complex financial planning
- Your integrity, insights, communication skills and meticulous
planning will allow you to deliver 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
- You are developing existing relationships to retain and
increase total assets and profitabilityHow Your Work Impacts the
OrganizationAs the lead for the client management team, you will
offer mentorship and personalized financial planning to customers
over the phone and help to extend the reach of Fidelity's brand.
Fidelity has an open architecture, allowing you to provide
comprehensive and complex investment solutions. At Fidelity, you'll
have the support of a well-rounded team of professionals, full
access to some of the best resources and tools in the industry, and
a top compensation package with extraordinary benefits.While you
build relationships here, you will also be building your career!We
believe in being #DifferentTogether. 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 and 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 policySafety 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 pandemicOur 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 WorkingPlease see below for the
salary range for work locations in Colorado only:$55,000 - $60,000
per yearThis position is eligible for incentive compensation or an
annual bonus opportunity.Please see below for the salary range for
work locations in New York City, Westchester County, NY and Jersey
City, NJ only:N/APlease see below for the salary range for work
locations in California only:N/APlease see below for the salary
range for work locations in Washington
only:N/ACertifications:Series 07 - FINRA, Series 66 - FINRACompany
OverviewFidelity 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 UsAt 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.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."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 Payable
Clerk, Staff Accountant, and Controller and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Denver , Financial Planner, Accounting, Auditing , Denver, Colorado
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