Financial Consultant - Greenwich, CT
Company: Fidelity Investments
Location: Greenwich
Posted on: January 6, 2021
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Job Description:
Job Description:: Fidelity Investments' Racial Equity &
Diversity Pledge "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 It is time to explore new
challenges in your career With your outstanding integrity, we know
that clients invest their trust in you. 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 * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and
appropriate state registrations OR ability to acquire series 65/66
upon hire * Keen ability to present complex solutions or products
to a knowledgeable client base while building rapport and
credibility * 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 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. You provide the
appropriate investment solutions to existing clients and help
expand the acquisition of new customers. The Skills You Bring *
Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions * Being
coachable, collaborative, and curious are your "go to" attributes *
Committed to delivering an outstanding customer experience with a
passion for seeing others thrive * Motivated by results and finding
solutions, you take initiative and exceed customer expectations *
Extensive knowledge of investment products 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 perfect 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 * Training
in-branch, regionally, nationally, and virtually to help you with
all aspects of your business. You will not fail due to a lack of
training or onboarding! The Value You Deliver * No longer spending
time on cold calls and sourcing new clients, you will have the time
to deepen relationships and create complex financial plans * Your
integrity, insights, interpersonal skills and meticulous planning
allows you to mentor and support your customers as they look to
reach their retirement goals * Supporting our clients by providing
comprehensive investment solutions and retirement plans to meet
their needs both now and for their future * Effectively engage
clients through personal interactions, reflecting your
interpersonal communication and relationship building skills * You
have a steadfast commitment to your clients while making a positive
impact in the community. How Your Work Impacts the Organization
Working in our Investor Center, you will engage face-to-face with
your customers, offering mentorship and personalized planning,
while helping extend the reach of the firm's brand. We invest in
you through the support of a well-rounded team of professionals,
unlimited access to some of the best resources, technology and
tools in the industry, and a top compensation package with
excellent 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 are proud of our diverse and inclusive workplace
where we respect and value our associates for their unrivaled
perspectives and experiences. Certifications:Series 07 - 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 empl
Keywords: Fidelity Investments, Greenwich , Financial Consultant - Greenwich, CT, Accounting, Auditing , Greenwich, Connecticut
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