Financial Representative
Job Description:
Job DescriptionAt Fidelity, we help our clients and our associates achieve success through relationships, built on effective planning and advice.
With a focus on Financial Consultant development and collaboration, you will be provided with various resources to maximize and ensure successful client outcomes.
As a Team Leader of Financial Consultants, you will lead a team of Financial Consultants whose objective is to develop a book of clients - acquire, retain, and develop assets, providing complex financial planning solutions while deepening customer relationships over the long-term.
Help team apply knowledge of all investment products and appropriate Fidelity guidance to customer interactions Ensure compliance with regulatory requirements through observing client interactions, reviewing trade logs and employee files, monitoring VP/FC guidance appointments and RM phone interactions.
The Expertise We're Looking ForPrevious management or supervisory experience in financial services; Sales management and/or Sales experience preferredYour passion to coach, develop and lead others enables you to find happiness in all areas of life.
You understand the ins and outs of what it takes to be successful and motivate others to achieve their goalsAbility to motivate and encourage a team to increasingly higher levels of performance in customer interactions and sales production, and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and Insurance SolutionsDesire and ability to assist and develop employees -- includes mentoring and feedback, career development, and handling escalated callsConsistent track record of consistently delivering top results?The Purpose of Your RoleOur mission is to provide our clients with outstanding service, a long-term relationship, and to ensure clients have a financial plan in place to reach their desired outcomes.
We strive to drive business opportunities by building a strong planning and advisory team that will embrace the company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.
The Skills You Bring?Outstanding leadership skills and ability to coach and inspire your planning team to grow and developA passion for hiring, mentoring, and developing associatesInspired by a real passion for working collaboratively, improving efficiency, and fostering and implementing new insightsPositive demeanor, empowering business professionalism and strong work ethic with high level of integrityKnowledge of financial solutions and planningPartner with peers locally and nationally to maintain a culture of collaboration, success, and rewardExperience with regulatory and compliance practices and rulesSeries 7, 66, and Series 9/10 requiredThe Value You DeliverYou will be a key leader in the Jacksonville, Florida National Investor Center.
As someone who leads, recruits, and works closely with other parts of the organization, inclusive team building with diversity of thought process is critical to your success.
Develop relationship acumen through dedicated mentoring and coaching.
Mentor and develop Financial Consultants to deliver an outstanding experience to our clientsEncourage your team to drive outstanding planning conversations and long-lasting client relationshipsContribute to and influence a collaborative and inspiring team cultureEmpower the Financial Consultant team to build personalized plans that support their development towards career goalsBeing coachable, collaborative, and curious are your go to attributesCompany Overview At Fidelity, we are passionate about 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.
comFidelity Investments is an equal opportunity employer.
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:
N/APlease 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACompany OverviewFidelity Investments is a privately held company with a missionto 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 aGlassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
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.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
We invite you toFind Your Fidelityatfidelitycareers.
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 toaccommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We welcome those with experience in jobs such as Accounting Assistant, Accounts Payable Clerk, and Controller and others in the Accounting and Finance to apply.
Recommended Skills Accounts Payable Business Requirements Career Development Coaching And Mentoring Consulting Curiosity Estimated Salary: $20 to $28 per hour based on qualifications.
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