Financial Services Representative
Company: Fidelity Investments
Location: Little Rock
Posted on: January 27, 2023
Job Description:
Job Description:A new Fidelity branch is coming to Little Rock,
AR in late Spring! The new branch will be located on Chenal
Parkway.If you no longer want to spend your time on sourcing new
clients and would rather have the time to deepen relationships and
create complex financial plans, then join a team that is a stable
industry leader. Fidelity provides a business model with an
existing client base and institutional feeders of business that is
unmatched in the industry. At Fidelity, we empower professional
growth, flexibility and support thus enabling long-term success for
you and our clients.The Purpose of Your RoleWorking in our Investor
Center, you will engage face-to-face with your customers, offering
guidance and personalized planning, while helping extend the reach
of the firm's brand. 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.The
Expertise Were Looking For
- Previous success in building relationships, uncovering needs
and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and
appropriate state registrations OR ability to acquire series 65/66
upon hire
- Keen ability to present complex solutions to a knowledgeable
client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if
you do not already have a CFP or degree, our Tuition Reimbursement
program can help you obtain oneThe Skills You Bring
- Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your 'go to'
attributes
- Committed to delivering an outstanding customer experience with
a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative
and exceed customer expectations
- Extensive knowledge of investment solutionsOur Investments in
YouFidelitys greatest advantage is our people, and we believe it is
important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And ourbenefit programsare designed to help
you and your family strike the right balance. We offer training
in-branch, regionally, nationally, and virtually to help you with
all aspects of your business. You will not fail due to a lack of
training or onboarding!The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
- Supporting our clients by providing comprehensive investment
solutions and retirement plans to meet their needs both now and for
their future
- Effectively engage clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
- You have a steadfast commitment to your clients while making a
positive impact in the communityPlease see below for the salary
range for work locations in Colorado only:N/APlease see below for
the salary range for work locations in New York City, Westchester
County, NY and Jersey City, NJ only:N/APlease see below for the
salary range for work locations in California only:N/APlease see
below for the salary range for work locations in Washington
only:N/ACertifications:Series 07 - FINRA, Series 66 - FINRACompany
OverviewFidelity Investments is a privately held company with a
missionto 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 UsAt Fidelity, youll 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, we have been recognized
by our employees as a Best Place to Work in 2022. And you dont need
a finance background to succeed at Fidelitywe offer a range of
opportunities for learning so you can build the career youve 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 were calling '.'We invite you
toFind Your Fidelityat.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 800-835-5099, prompt 2, option
3. We welcome those with experience in jobs such as Financial
Analyst, Residential Real Estate Agent, and Payroll Specialist and
others in the Accounting and Finance to apply.by Jobble
Keywords: Fidelity Investments, Little Rock , Financial Services Representative, Other , Little Rock, Arkansas
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