Financial Representative
Company: Fidelity Investments
Location: Miami
Posted on: January 28, 2023
Job Description:
Job Description: APPLY. HIRING IMMEDIATELY This role is
available for hire now and to start right away. We are looking for
candidates who want to help clients and are ready to get going
today. Virtually interview and onboard, as well as access to our
virtual training and support. Work from home and support our
clients remotely with all of our full capabilities. 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 a premier 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 65 and/or 66 and state registrations required within 3
months of hire
- Experience with High Net Worth clients
- 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 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 keen 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 highly valued clientele
- Remarkable knowledge of investment products
- Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
- Collaborating with multiple business partners allows you to
craft an unsurpassed customer experience and meet the client's
broad range of investment needs The Value You Deliver
- No longer spending time on cold calls and sourcing new clients,
you are able to make an impact in the lives of your clients through
deepening relationships and complex financial planning
- Your integrity, insights, interpersonal skills and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
- Educating customers on the technology and channels available to
them to better monitor, maintain, and handle their investments 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. Backed by Fidelity's open architecture,
you're able to provide comprehensive investment guidance and
sustain long-lasting relationships. We will provide you the support
of a well-rounded team of professionals, unlimited access to some
of the best resources 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! Please
see below for the salary range for work locations in Colorado only:
N/A Please see below for the salary range for work locations in New
York City, Westchester County, NY and Jersey City, NJ only: N/A
Please see below for the salary range for work locations in
California only: N/A Please see below for the salary range for work
locations in Washington only: N/A Certifications: Series 07 -
FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company 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 .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 , or by
calling , prompt 2, option 3. We welcome those with experience in
jobs such as Accounts Payable Clerk, Accounts Receivable Clerk, and
Billing and Posting Clerk and others in the Accounting and Finance
to apply.
Keywords: Fidelity Investments, Miami , Financial Representative, Accounting, Auditing , Miami, Florida
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