Fidelity Investments

Fidelity Investments Jacksonville, FL, USA
May 25, 2019
Full time
We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The Expertise We're Looking For A college degree (preferred) Sales acumen with validated experience consulting with customers or clients Effective phone and e-mail communication skills Comprehensive understanding of the financial services market, economy and industry trends FINRA Series 7 essential. 63 or 66 preferred 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 Sales experience, financial sales experience preferred Comprehensive understanding/interest in the financial services market, economy and industry trends Confirmed experience working with clients Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting Excellent interpersonal skills and communication skills Robust influencing and client engagement skills The Value You Deliver Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. Partnering with other functions and roles within the organization to drive additional business Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work Impacts the Organization The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. Company Overview At 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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Fidelity Investments Washington Township, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments St Joseph, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Harrison Charter Township, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Oxford, Oxford Charter Township, MI 48371, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Jacksonville, FL, USA
May 25, 2019
Full time
We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The Expertise We're Looking For A college degree (preferred) Sales acumen with validated experience consulting with customers or clients Effective phone and e-mail communication skills Comprehensive understanding of the financial services market, economy and industry trends FINRA Series 7 essential. 63 or 66 preferred 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 Sales experience, financial sales experience preferred Comprehensive understanding/interest in the financial services market, economy and industry trends Confirmed experience working with clients Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting Excellent interpersonal skills and communication skills Robust influencing and client engagement skills The Value You Deliver Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. Partnering with other functions and roles within the organization to drive additional business Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work Impacts the Organization The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. Company Overview At 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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Fidelity Investments Coldwater, MI 49036, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Inkster, MI 48141, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Jenison, Georgetown Twp, MI 49428, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Wyandotte, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Flushing, MI 48433, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Burton, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Grandville, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Zeeland, MI 49464, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Garden City, MI 48135, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Allen Park, MI 48101, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Owosso, MI 48867, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Highland Park, MI 48203, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Grand Haven, MI, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell
Fidelity Investments Oak Park, MI 48237, USA
May 25, 2019
Full time
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 For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It 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 Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity 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 Overview At 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, customer, insurance agent, lead sales agent, life insurance sales, outside sales, retail, sales, sales associate, sell