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Personal Investing Licensed Professional

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Roanoke, United States Fidelity Investments Full time
Job Description:

Sales & Wealth Planning

Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it's personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you'll have a full range of products, solutions and support needed to provide the best customer experience.

The impact you can deliver:
  • Provide consultative investment and financial planning guidance
  • Manage high-net-worth client accounts and account teams
  • Act as a liaison between the customers and Fidelity to drive customer satisfaction
Asset Management

Investing is a fast-paced, resource-rich environment where we always do what's best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals.

Some of the guidance you'll provide:
  • Investment research
  • Portfolio management
  • Trading
  • In-depth reporting and analysis
Customer Service

When it comes to supporting our customers, it's all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You'll make an impact on their financial futures each and every day, with the support and resources of one of the world's largest financial firms.

Certifications:
Series 07 - FINRA

Category:

Customer Service, Relationship Management, Sales