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Fidelity Investments: Financial planner

Company: Fidelity Investments
Location: New Haven
Posted on: May 21, 2020

Job Description:

Job Description: Are you ready to use your life experience to make a bigger impact? Is it time to explore new challenges and acquire new skills? If you're considering a fresh start in a new career or returning to work after a career break we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clientsStructured study sessions working to obtain your Series 7 & Series 66 licensesWhether you're new to the industry or returning to a career in financial services, you'll receive--Customized coaching and development for a career in financial planningGenerous, predictable compensation throughout the program Starting over or starting again let us support you. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Experience We're Looking For 5 or more years of successful sales experience in another industryKeen ability to present complex solutions or products to a sophisticated client baseDegree and/or other professional certifications highly preferred, but not required The Skills You Bring Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial futureYou are comfortable working in an energetic sales environmentCommitted to delivering an outstanding customer experience, you have a passion for seeing those in your community thriveMotivated by results, you take initiative and exceed expectations The Value You Deliver Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsContinue to make a positive impact on your community while honing your professional skills and experience How Your Work Impacts the Organization Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You'll be making a difference while moving your career in an exciting new direction! Certifications: Series 07 FINRA, Series 63 FINRA, Series 66 FINRA Category: Sales We welcome those with experience in jobs such as Retail Sales Representative, Staff Accountant, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Fidelity Investments: Financial planner, Accounting, Auditing , New Haven, Connecticut

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