Monetary Strategy and Planning Consultant

Company: Fidelity Investments
Location: Castle Rock
Posted on: March 16, 2023

Job Description:

Job Description:

Phone Financial Consultant

"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?

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

The Expertise We're Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
• Five years financial services experience, with 3-5 years of sales experience
• A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
  The Purpose of Your Role
  
  We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
  
  The Skills You Bring
  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
  • Excellent knowledge of investment products
  • Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization
  • Strong technological acumen and comfort with learning how to use new tools
  • Excels in paperless work environment by leveraging technology
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action
  • Extraordinary listening and communication skills, confident public speaking, and group dynamics
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
    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:
    • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
    • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab) The Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
      • Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
      • You are developing existing relationships to retain and increase total assets and profitability
        How Your Work Impacts the Organization
        
        As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.
        
        While you build relationships here, you will also be building your career!
        
        We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
        
        We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
        
        COVID work policy
        
        Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.
        
        Dynamic working - post pandemic
        
        Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
        
        Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
        
        Learn More: Dynamic Working
        
        Please see below for the salary range for work locations in Colorado only:
        
        $55,000 - $60,000 per year
        
        This position is eligible for incentive compensation or an annual bonus opportunity.
        
        Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
        
        N/A
        
        Please see below for the salary range for work locations in California only:
        
        N/A
        
        Please see below for the salary range for work locations in Washington only:
        
        N/A
        
        Certifications:
        
        Series 07 - FINRA, Series 66 - FINRA
        
        Company Overview
        
        Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
        
        At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."
        
        We invite you to Find Your Fidelity at .
        
        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 Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
        
        We welcome those with experience in jobs such as Accounts Receivable Clerk, Bilingual Customer Service , and Controller and others in the Accounting and Finance to apply.
        

Keywords: Fidelity Investments, Castle Rock , Monetary Strategy and Planning Consultant, Professions , Castle Rock, Colorado