Financial Services Specialist
3 weeks ago
At Fidelity Investments, we're dedicated to helping our clients achieve their financial goals. As a Financial Services Specialist, you'll play a vital role in delivering exceptional service and expertise to our mass affluent clients.
Company Overview:
Fidelity Investments is a leading financial services firm with a relentless commitment to our clients. We're a stable industry leader that prioritizes communicating to connect, not just to transact. Our focus on professional flexibility, growth, and support enables long-term success for our associates and clients alike.
Salaries: The estimated annual salary for this position is $65,000 - $80,000, depending on location and experience.
Job Description:
As a Financial Services Specialist, you'll work in our Investor Center, developing financial plans tailored to the needs of your clients. You'll engage with existing clients, cultivating relationships and providing investment solutions, rather than spending time sourcing new clients. This allows you to focus on what matters most: delivering exceptional service and building long-term relationships.
Required Skills and Qualifications:
- Proven success in building relationships, uncovering client 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
- Degree and/or professional certifications, such as a CFP, are highly valued
Benefits:
Fidelity Investments offers a comprehensive total rewards package, including a competitive base salary, benefits, and training opportunities. We prioritize our associates' well-being and offer programs to support work-life balance. Our open architecture allows you to offer a wide range of financial solutions, and our commitment to ongoing training ensures you have the skills and expertise needed to succeed.
The Value You Deliver:
- Providing needs-based mentorship to mass affluent clients, contributing to the long-term growth and retention of Fidelity assets
- Delivering exceptional service and expertise through personal interactions, reflecting your interpersonal communication and relationship building skills
- Ongoing training and development opportunities to enhance your skills and knowledge
Certifications: Series 7 – FINRA, Series 63 – FINRA, Series 65 – FINRA
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