Investments Operations Consultant
Company: Fidelity Investments
Location: Mount Pleasant
Posted on: September 21, 2023
Job Description:
Job Description:Are you ready to use your life experience to
make a bigger impact?Is it time to explore new challenges and
acquire new skills? - If you're considering a fresh start in a new
career or returning to work after a career break - we have the
perfect solution for you! - Whether you are transitioning from
another industry or returning to work full time after a break,
Fidelity recognizes the value in your life experience and the
unique skills you bring to the table. We want to partner with you
in a program where you will use your life experience to connect
personally with clients and lead them on a path of financial
security. -Have you always had an interest in investment products?
- - Do you value you the importance of having a sound financial
plan? - We offer a Financial Consultant opportunity that provides
structured training with a clear path to becoming a full-time
consultant at Fidelity. This program is a paid opportunity,
specifically designed to help you transition into financial service
sales. - In the FC Acceleration Program, you will receive
best-in-class training and skill development that will help you
acclimate seamlessly into a new consultant position.
- Robust & formal training schedule both in classroom and in a
branch, to develop the skills you need to build meaningful
relationships with clients
- Structured study sessions working to obtain your Series 7 &
Series 66 licensesWhether you're new to the industry or returning
to a career in financial services, you'll receive -
- Customized coaching and development for a career in financial
planning
- Generous, predictable compensation throughout the
programStarting over or starting again - let us support you.Your
sharp focus, motivation and desire to make a positive impact in
your community are prime attributes as you learn to provide the
appropriate investment solutions to existing clients and help
expand the acquisition of new customers. -The Experience We're
Looking For
- 5 or more years of successful sales experience in another
industry
- Keen ability to present complex solutions or products to a
sophisticated client base
- Degree and/or other professional certifications highly
preferred, but not requiredThe Skills You Bring
- Enthusiasm for learning about investment products so that you
may help customers make more informed decisions that enable them to
plan for a strong financial future
- You are comfortable working in an energetic sales
environment
- Committed to delivering an outstanding customer experience, you
have a passion for seeing those in your community thrive
- Motivated by results, you take initiative and exceed
expectationsThe Value You Deliver
- Supporting our client by providing comprehensive investment
solutions and retirement plans to meet their needs both now, and
for their future
- Effectively engage clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
- Continue to make a positive impact on your community while
honing your professional skills and experienceHow Your Work Impacts
the OrganizationWorking in our Investor Center, you will learn how
to offer guidance and personalized financial planning to customers
in a face to face setting, and help to extend the reach of
Fidelity's brand. At Fidelity, you'll have the support of a
well-rounded team of professionals and full access to some of the
best resources and tools in the industry. You'll be making a
difference while moving your career in an exciting new
direction!Please see below for the salary range for work locations
in Colorado only:N/APlease see below for the salary range for work
locations in New York City, Westchester County, NY and Jersey City,
NJ only:N/APlease see below for the salary range for work locations
in California only:N/APlease see below for the salary range for
work locations in Washington only:N/ACertifications: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 "". 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.
We welcome those with experience in jobs such as Billing, Cost, and
Rate Clerk, Senior Accountant, and Accounts Payable Clerk and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Mount Pleasant , Investments Operations Consultant, Professions , Mount Pleasant, South Carolina
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