Investment Solutions Representative - Greater Smithfield, Rhode Island Area
Company: Fidelity Investments
Location: Smithfield
Posted on: March 14, 2023
Job Description:
Job Description:
Investment Solutions RepresentativeThe Purpose of Your RoleAs an
Investment Solutions Representative, you will be the primary point
of contact for warm leads and existing customers via phone. This is
an inbound planning and guidance role where you ll become a trusted
partner for your customers and colleagues alike. You will help
expand Fidelity s customer base and client relationships by
carefully profiling customers needs and positioning investment
strategies that meet their needs using a defined set of tools and
solutionsThe Value You Deliver
- Providing investment direction by using guidance tools to match
needs with suitable solutions such as products, research, and/or
services.
- Developing and positioning mutual funds, fixed income products,
and discretionary money management services to existing customers
or prospective customers
- Hosting conversations about domestic and foreign financial
markets, market trends, economic indicators, investment concepts,
solutions, and strategiesThe Expertise We re Looking For
- Previous success in customer consultation or relationship
management, preferably in financial services
- Comprehensive understanding of financial services markets, the
economy and of industry trends
- FINRA Series 7 license required
- 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 acquire one
- Results-oriented and comfortable working independentlyOur
Investments in YouFidelity 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 crafted to help you and your family strike the right
balance.Certifications:Series 07 - 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.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.
Keywords: Fidelity Investments, Providence , Investment Solutions Representative - Greater Smithfield, Rhode Island Area, Other , Smithfield, Rhode Island
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