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Financial Investment Solutions Representative

Company: Fidelity Investments
Location: Los Angeles
Posted on: October 12, 2021

Job Description:

Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro San Francisco area! The position is remote and requires that you reside in the Greater San Francisco, CA area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise We’re Looking For

  • Previous success in sales, preferably in financial services

  • Client or customer consultation experience

  • Excellent phone and e-mail customer service skills

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 licensed

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.

The Skills You Bring

  • Comprehensive understanding/interest in the financial services market, economy, and industry trends

  • Results-oriented and comfortable working independently within the infrastructure of a large organization

  • Strong technology skills and comfort with learning how to use new tools

  • Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting

  • Excellent interpersonal skills

  • Robust influencing and client engagement skills

 

Our Investments in You

 

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our?benefit programs(opens in a new tab)?are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: 

 

Certifications:

Series 07 - FINRA, Series 66 - FINRA



Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.


Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.


Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Keywords: Fidelity Investments, Los Angeles , Financial Investment Solutions Representative, Other , Los Angeles, California

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