Financial Services Professional

4 weeks ago


Greenwich, Connecticut, United States Fidelity Investments Full time
Financial Services Professional

At Fidelity Investments, we're seeking a skilled Financial Services Professional to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, offering personalized planning and mentorship while helping to extend the reach of our firm's brand. With our open architecture product platform and top resources in the financial industry, you'll be equipped to provide comprehensive investment guidance and sustain long-lasting relationships.

The Expertise We're Looking For

We're looking for someone with a deep understanding of financial markets, who can effectively simplify complex financial concepts and build rapport with highly valued clientele. You'll need to have experience with High Net Worth clients and be able to thoughtfully introduce clients to different investment strategies. Additionally, you'll need to have the ability to collaborate with multiple business partners to craft an unsurpassed customer experience and meet the client's broad range of investment needs.

The Skills You Bring

You'll bring a remarkable knowledge of investment products, the ability to educate clients on the technology and channels available to them, and a keen focus on providing the appropriate investment solutions to existing clients and helping to expand the acquisition of new customers. You'll also need to have the ability to mentor and support clients as they look to reach their retirement goals.

The Value You Deliver

You'll deliver a high level of integrity, insights, interpersonal skills, and meticulous planning, allowing you to make a meaningful impact in the lives of your clients. You'll be able to educate clients on the technology and channels available to them, and provide them with the guidance and support they need to achieve their financial goals. By working with us, you'll be able to build long-term, dedicated relationships with clients and help them achieve their financial objectives.

Our Investments in You

We believe in approaching life holistically, and our benefit programs are designed to help you and your loved ones strike the right balance. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer a range of benefits, including tuition reimbursement, to help you continue to grow and develop in your career. By working with us, you'll be able to build a fulfilling and rewarding career, while also making a meaningful impact in the lives of our clients.

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