Personal Investing Licensed Professional MW
Personal Investing Licensed Professional MW
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
Sales & Wealth Planning
Financial planning at Fidelity Peoplefocused. Collaborative. Driven. Just like you. Whether its personal needsbased investment guidance wealth management retirement planning income strategies or college planning services youll have a full range of products solutions and support needed to provide the best customer experience.
The impact you can deliver:
- Provide consultative investment and financial planning guidance
- Manage highnetworth client accounts and account teams
- Act as a liaison between the customers and Fidelity to drive customer satisfaction
Asset Management
Investing is a fastpaced resourcerich environment where we always do whats best for our customers. From fund management to compliance and risk oversight your work will help clients achieve their investment goals.
Some of the guidance youll provide:
- Investment research
- Portfolio management
- Trading
- Indepth reporting and analysis
Customer Service
When it comes to supporting our customers its all about building relationships. Connecting with customers listening and acting with empathy as you work to understand their longterm goals. Youll make an impact on their financial futures each and every day with the support and resources of one of the worlds largest financial firms.
Certifications:
Series 07 FINRACategory:
Customer Service Relationship Management SalesFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
