MiamiRecruiter Since 2001
the smart solution for Miami jobs

Investment Solutions Representative - Greater Miami, FL Area

Company: Fidelity Investments Inc.
Location: Miami
Posted on: February 25, 2021

Job Description:

IMPORTANT COVID-19 INFORMATION
At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. x Investment Solutions Representative - Greater Miami, FL Area 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 INVESTMENT SOLUTIONS REPRESENTATIVE We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Miami Area! The position is fully remote andrequiresyou reside in the Greater Miami, FL area. We offer virtual interviewing and on-boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The--Expertise--We're Looking For Sales acumen with validated experience consulting with customers or clients Effective phone and e-mail communication skills Comprehensive understanding of the financial services market, economy and industry trends FINRA Series 7 essential. 63 or 66 preferred The--Purpose--of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development. The--Skills--You Bring Comprehensive understanding/interest in the financial services market, economy and industry trends Confirmed experience working with clients Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting Excellent interpersonal skills and communication skills Robust influencing and client engagement skills The--Value--You Deliver Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. Partnering with other functions and roles within the organization to drive additional business Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work--Impacts--the Organization The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. 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, prompt 2, option 2 if you would like to request an accommodation. Other Locations: Miami, FL
Coral Gables, FL
Fort Lauderdale, FL

Job Level: Associate
Job ID: 2017781 Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Miami , Investment Solutions Representative - Greater Miami, FL Area, Other , Miami, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Mortgage Loan Pre-Closer
Description: Calling all Mortgage Loan Pre-Closers br br This Jobot Job is hosted by Krista Crawford br Are you a fit Easy Apply now by clicking the Apply button and sending us your resume. br Salary (more...)
Company: Jobot
Location: West Palm Beach
Posted on: 03/3/2021

Surety Regional Practice Leader
Description: Aon is looking for a Surety Regional Practice Leader in Miami, FLJob Responsibilities:Build a local team to establish the Specialization investing in local resources, identifying and attracting new talent (more...)
Company: Aon
Location: Miami
Posted on: 03/3/2021

Front Desk Assistant
Description: Who We Are br br RejuvenX is a group of hard-working, vibrant, and dedicated team members that function wholly as a team. They have been born with or developed a passion for the vocation of service. (more...)
Company: Rejuvenx
Location: West Palm Beach
Posted on: 03/3/2021


Scheduling Coordinator for Dr. Bhardwaj in West Palm Beach, Jupiter and Boca Per Diem
Description: Description br br General Summary: A non-exempt medical office position responsible for coordinating and managing all processes of the front office br br Qualifications br br Education: High (more...)
Company: Tenet Healthcare
Location: West Palm Beach
Posted on: 03/3/2021

Quality Control Supervisor
Description: Position Summary Provides technical, clerical, and logistical support to the Clean Room program. Supervises inspectors in Bolton Clean Room to ensure continuous workflow and appropriate use of sampling (more...)
Company: Terumo Aortic
Location: Dania
Posted on: 03/3/2021

Access Supervisor - CC
Description: POSITION SUMMARY: The Access Supervisor plans, directs, and coordinates the activities of a social service program and/or community outreach organization. Oversee the program in conjunction with the organization's (more...)
Company: Miami Beach Medical Group
Location: Miami
Posted on: 03/3/2021

Local CDL-A Owner Operator Truck Driver (West Palm Beach,FL)
Description: CDL-A OWNER OPERATOR TRUCK DRIVER JOBSOwner Operators Enjoy Daily Home Time Stable Freight If you are a CDL-A owner operator truck driver and are looking for a stable, local opportunity, Florida Rock (more...)
Company: Florida Rock & Tank Lines, Inc.
Location: West Palm Beach
Posted on: 03/3/2021

Mortgage Loan Closer - Remote - Telework
Description: REMOTE - Telework Mortgage Loan Closer Loan Closter for Remote Hire Position Summary: Responsible for coordinating all the steps of the loan closing and funding process and for managing a pipeline of (more...)
Company: Confidential
Location: Miami
Posted on: 03/3/2021

Local CDL-A Owner Operator Truck Driver
Description: CDL-A OWNER OPERATOR TRUCK DRIVER JOBSOwner Operators Enjoy Daily Home Time Stable Freight If you are a CDL-A owner operator truck driver and are looking for a stable, local opportunity, Florida Rock (more...)
Company: Florida Rock & Tank Lines, Inc.
Location: Opa Locka
Posted on: 03/3/2021

Postmates - Earn Extra Cash
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: North Palm Beach
Posted on: 03/3/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Miami RSS job feeds