Investment Management Consultant I - Jacksonville, FL
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Job Location:
Jacksonville - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
Investment Management Consultant
Is it time to explore new challenges in your career
We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
Join a team thats an industry leader in innovation and invests in you with key product and service offerings groundbreaking technology and a world-class investment platform. We empower professional growth flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
The Expertise Were Looking For
FINRA Series 7 required
FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)
Minimum of 3 years of previous financial services experience
Broad based knowledge and understanding of general financial planning concepts including managed solutions
Demonstrated customer service relationship management and sales skills
Previous experience with client consultation or possess a dream to learn this approachThe Purpose of Your Role
The role of the Investment Management Consultant is to help support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the Investment Management Consultant will address the clients needs regarding managed account needs serving as Advisory Services voice to the customer.
The Skills You Bring
Strong verbal and written communication skills
Your ability to effectively influence others
Comfortable working independently within the infrastructure of a large organization
Excels in paperless work environment by using technology and comfort learning new tools
A self-starter and problem solver with robust time management and organizational skills
Bring a comprehensive understanding of tax and retirement issues
Our Investments in You
We believe it is important to approach life holistically. Fidelitys greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
Click here for a story about how we are helping our employees payback their student loan debt
The Value You Deliver
Educating clients on an ongoing basis regarding asset allocation
Conducting annual reviews of clients profiles to ensure suitable portfolio allocations
Probing uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
Conducting welcome calls with new clients to solidify the relationship and outline the service model
How Your Work Impacts the Organization
The Investment Management Consultant is part of Fidelitys Advisory Services group which operates within our Personal Investing business unit. We are the leading provider of investment management retirement planning family conversations portfolio guidance brokerage benefits outsourcing and many other financial products and services. We have a steadfast commitment to our clients and we believe in building relationships not just in building sales or building our assets. After all our clients will place their investments their savings and their futures in your hands. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college for retirement for a big vacation or anything else. This is a serious responsibility and thats why well surround you with amazing supportive people and all the tools you need.
We believe in being #DifferentTogether. Fidelitys nine affinity groups are self-organized groups of employees with common interests in areas such as race ethnicity gender or sexual orientation or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More:Dynamic Working
Certifications:
Series 07 - FINRA Series 63 - FINRA Series 65 - FINRA Series 66 - FINRACategory:
Customer Service Relationship Management SalesMost roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
Contract
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
25 employees
Fidelity Fitness Club is Dubai’s most exclusive fitness destination - an established premium gym located in the prestigious Almas Tower Jumeirah Lake Towers (JLT) since 2011. Set around the stunning views of the JLT lake and skyline, with over 17,000 square feet of luxury & ... View more
