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Personal Financial Consultant

Company: Fidelity Investments
Location: Madison
Posted on: December 5, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.The Expertise We're Looking ForA college degree is encouraged yet not requiredWe feel customer service, sales, phone or financial services experience will prepare you for this roleBanking, insurance, or financial experience is an excellent addition to your experienceWe'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.The Skills You BringSuperb interpersonal skills and passion to engage with customersAn aptitude for sales to dedicatedly identify leadsRemarkable attention to detail and ability to prioritizeComputer literacy and experience working with multiple applications at onceThe Value You DeliverA vital member of the team, you are offering support to Fidelity's most wealthy and valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branchYour efforts will be valued by clients and you will find working with those clients a rewarding experienceAs a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the OrganizationFidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit .Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Retail Sales Representative, Billing and Posting Clerk, and Financial Analyst and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Madison , Personal Financial Consultant, Accounting, Auditing , Madison, Wisconsin

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