Investment Solutions Representative - Greater Richmond, VA Area

Company: Fidelity Investments
Location: Richmond
Posted on: September 19, 2023

Job Description:

Job Description:Investment Solutions RepresentativeWe have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Richmond, VA Metro area! While you will work from home, you must reside near the Greater Richmond, Virginia 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.Please see below for the salary range for work locations in Colorado only:N/A
    
    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 - 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 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 \u201C\u201D. 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.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 800-835-5099, prompt 2, option 3.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 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.

Keywords: Fidelity Investments, Richmond , Investment Solutions Representative - Greater Richmond, VA Area, Other , Richmond, Virginia