Fidelity Investments: Investment Consultant - Greenwood Village, Co
Company: Fidelity Investments
Location: Englewood
Posted on: January 15, 2021
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Job Description:
Job Description: Regional Center Investment 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 Investments You joined the financial services industry to
make a difference in the lives of your clients through
comprehensive, needs-based financial planning. We believe your
ability to foster positive relationships is as instinctive as your
real passion for success. Come join a company dedicated to the
financial well-being of its customers. At Fidelity, we give you the
tools so you can build your future. We are an industry leader in
innovation and who invests in you with key product and service
offerings, groundbreaking technology, and a world-class investment
platform. We empower professional flexibility, growth, and support
thus enabling long-term success for you and our clients. The
Expertise We"re Looking For * FINRA Series 7 & 63 required * Series
65or 66 licensed and appropriate state registrations OR ability to
acquire series 65/66 upon hire * 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 You will
develop financial plans customized to the needs of Fidelity"s mass
affluent investors through a wide range of products and services.
You will be interacting with clients who directly call Fidelity as
well as proactively contacting existing clients and following up on
warm leads. Cultivating relationships with our clients and
providing investment solutions will be your focus. The Skills You
Bring * In a team-based, sales environment you take initiative and
go above and beyond expectations * You are a motivated self-starter
with a proven track record of success * You have a deep
understanding of various investment products, and can educate
customers on the values and differences of each * Incomparable
consultative selling and organizational skills * Being coachable,
collaborative, and curious are your " Go to" attributes Our
Investments in You We believe it is important to approach life
holistically. Our benefit programs are designed to assist 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:
* 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 * Providing
needs-based guidance and planning to mass affluent customers, and
contributing to the long-term growth and retention of Fidelity
assets * With our open architecture, you offer a wide broad range
of financial products and services * Effectively engaging clients
through personal interactions, reflecting your interpersonal
communication and relationship building skills How Your Work
Impacts the Organization Working in our Regional Center, you will
offer support and personalized financial planning to customers by
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 form 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, 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. Certifications:Series 07
FINRA, Series 66 FINRA Company Overview At Fidelity, we are focused
on making our financial expertise broadly accessible and effective
in helping people live the lives they want. We are a privately held
company that places a high degree of value in creating and
nurturing a work environment that attracts the best talent and
reflects our commitment to our associates. We are proud of our
diverse and inclusive workplace where we respect and value our
associates for their unique perspectives and experiences. For
information about working at Fidelity, visit FidelityCareers.Com.
Fidelity Investments is an equal opportunity employer. Fidelity
will reasonably accommodate applicants with disabilities who need
adjustments to complete the application or interview process.
Please email us at accommodations@fmr.com or 800-835-5099, About
Fidelity Investments
Keywords: Fidelity Investments, Denver , Fidelity Investments: Investment Consultant - Greenwood Village, Co, Professions , Englewood, Colorado
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