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.
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.
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
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
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!
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Aretum is searching for a strategic leader to drive business development focused on DHS opportunities, enhancing our technology-enabled solutions for federal clients.
Join Carolina Sweepers as a Client Relations Manager, where you'll leverage your sales experience to build lasting customer relationships and drive business growth.
Embark on a rewarding career journey with Enterprise Mobility as a Management Trainee in Amsterdam, NY, where opportunities for growth await you.
Lead the charge in advancing educational access and workforce success as the Vice President of Workforce Growth at ACT.
Become a pivotal force in growth as a Strategic Account Executive at BILL, where you’ll promote financial automation for top accounting firms.
EchoPark Automotive is seeking passionate Automotive Sales Consultants who excel in creating remarkable guest experiences in a fast-paced environment.
Join Medtronic as a Senior Sales Engineer to champion healthcare technology solutions and lead pre-sales efforts for our innovative Touch Surgery products.
Embark on your career with Enterprise Mobility as a Management Trainee in Lincoln, NE, where you'll gain hands-on experience in sales and customer service.
Join WA.Technology as a Business Development Manager and be a key player in driving expansion in emerging markets.
Join Sift as a Sales Onboarding and Enablement Specialist (Contractor) to revolutionize our sales enablement programs and support GTM teams in achieving success.
Become a pivotal part of Medtronic as a CRM Clinical Specialist, driving innovation and excellence in cardiac healthcare solutions.
Become a key player at Travelers, where you will leverage your sales expertise to deliver exceptional service and drive growth in the insurance sector.
Kruze Consulting is hiring a Sales Executive to boost sales and foster client relationships in a fully remote setup.
Subscribe to Rise newsletter