Financial Services Professional

2 weeks ago


South Bend, Indiana, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Services Professional to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients to provide personalized financial planning and investment solutions.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement comprehensive financial plans to meet clients' needs.
  • Provide expert advice on investment solutions and retirement plans.
  • Collaborate with internal teams to ensure seamless delivery of services.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
  • Previous experience in building relationships and providing financial planning services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Us

At Fidelity Investments, we believe in empowering our associates to grow and succeed. We offer a supportive and collaborative work environment, with opportunities for professional development and advancement. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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