Investment Solutions Representative- Greater Detroit, MI Area
Company: Fidelity Investments
Location: Detroit
Posted on: September 20, 2023
Job Description:
Job Description:Investment Solutions RepresentativeWe have an
exciting opportunity for a remote, licensed Investment Solutions
Representative in the Greater Detroit, MI Metro area! While you
will work from home, you must reside near the Greater Detroit,
Michigan area as occasional in-person participation with your peers
is an important part of our culture. We offer virtual interviewing
and onboarding, as well as access to our virtual training and
support. You ll have full access to work from home capability to
support our clients remotely.
The Purpose of Your RoleAs an Investment Solutions Representative,
you will be the primary point of contact for warm leads and
existing customers via phone. This is an inbound planning and
guidance role where you ll become a trusted partner for your
customers and colleagues alike. You will help expand Fidelity s
customer base and client relationships by carefully profiling
customers needs and positioning investment strategies that meet
their needs using a defined set of tools and solutions
The Value You Deliver
- Providing investment direction by using guidance tools to match
needs with suitable solutions such as products, research, and/or
services.
- Developing and positioning mutual funds, fixed income products,
and discretionary money management services to existing customers
or prospective customers
- Hosting conversations about domestic and foreign financial
markets, market trends, economic indicators, investment concepts,
solutions, and strategiesThe Expertise We re Looking For
- Previous success in customer consultation or relationship
management, preferably in financial services
- Comprehensive understanding of financial services markets, the
economy and of industry trends
- FINRA Series 7 license required
- Series 63 and 65 or 66 licensed or ability to acquire upon
hire
- Degree and/or other professional certifications are helpful; if
you don t already have a CFP or degree, our Tuition Reimbursement
program can help you acquire one
- Results-oriented and comfortable working independentlyOur
Investments in YouFidelity s 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 our\u00A0benefit
programs\u00A0are crafted to help you and your family strike the
right balance.Certifications:Series 07 - FINRA, Series 66 -
FINRACompany OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best
Place to Work in 2022. 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.Many of our
associates are continuing to work remotely temporarily due to
COVID-19. When Fidelity employees eventually return to the office,
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 \u0022.\u0022We 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 Leave of Absence/Accommodation Team
by sending an email to--, or by calling 800-835-5099, prompt 2,
option 3.
Keywords: Fidelity Investments, Detroit , Investment Solutions Representative- Greater Detroit, MI Area, Other , Detroit, Michigan
Didn't find what you're looking for? Search again!
Loading more jobs...