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Posted : Wednesday, March 06, 2024 10:24 PM
Job Description:
The Role
We have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background.
This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.
Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
The Expertise and Skills You Bring • Bachelor’s Degree required • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial or investment management industry • 5 years of field sales experience, working within Financial Services Industry highly preferred • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions • Excellent interpersonal skills that translate into a positive client experience • Passion for sales and the ability to uncover and qualify new opportunities • Commitment to constant self-improvement and exhibit a competitive drive • Ability to thrive in our fast-paced environment and enjoy being part of a strong team • High aptitude to learn new things quickly and adapt to new situations • Effective consultative sales and presentation skills The Team Fidelity’s institutional and retail clients make important financial decisions based on the information being provided by Security Master.
In addition, multitudes of downstream systems and departments demonstrate our data for their day to day functions.
The Security Master and Pricing Product team has the ownership of multiple products used by the teams.
We are responsible for the enhancements and integrity of the products we manage.
Certifications: 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 top 10 Best Place to Work in 2024.
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”.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.
com.
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 accommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.
Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
The Expertise and Skills You Bring • Bachelor’s Degree required • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial or investment management industry • 5 years of field sales experience, working within Financial Services Industry highly preferred • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions • Excellent interpersonal skills that translate into a positive client experience • Passion for sales and the ability to uncover and qualify new opportunities • Commitment to constant self-improvement and exhibit a competitive drive • Ability to thrive in our fast-paced environment and enjoy being part of a strong team • High aptitude to learn new things quickly and adapt to new situations • Effective consultative sales and presentation skills The Team Fidelity’s institutional and retail clients make important financial decisions based on the information being provided by Security Master.
In addition, multitudes of downstream systems and departments demonstrate our data for their day to day functions.
The Security Master and Pricing Product team has the ownership of multiple products used by the teams.
We are responsible for the enhancements and integrity of the products we manage.
Certifications: 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 top 10 Best Place to Work in 2024.
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”.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.
com.
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 accommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
• Phone : (800) 835-5099
• Location : Lafayette, LA
• Post ID: 9087796630
