Investments Operations Consultant
Company: Fidelity Investments
Location: Sunnyvale
Posted on: June 21, 2022
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Job Description:
Job Description: Financial Consultant If you no longer want to
spend your time on sourcing new clients and would rather have the
time to deepen relationships and create complex financial plans,
then join a team that is a stable industry leader. Fidelity
provides a business model with an existing client base and
institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients. The Purpose of Your Role Working in our Investor Center,
you will engage face-to-face with your customers, offering guidance
and personalized planning, while helping extend the reach of the
firm's brand. 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. The
Expertise We---re Looking For Previous success in building
relationships, uncovering needs and recommending solutions 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 to a knowledgeable client
base while building rapport and credibility Degree and/or other
professional certifications are helpful; if you do not already have
a CFP or degree, our Tuition Reimbursement program can help you
obtain one 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 solutions Our Investments in You Fidelity---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 designed to help you and
your family strike the right balance. We offer 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 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
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 -
FINRA Company Overview Fidelity 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 Us At 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 fidelitycareers.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 Leave of
Absence/Accommodation Team by sending an email to accommodations
fmr.com , or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Bilingual Customer
Service , Bookkeeper, and Field Client Relationship Manager and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Sunnyvale , Investments Operations Consultant, Professions , Sunnyvale, California
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