JerseyCityRecruiter Since 2001
the smart solution for Jersey City jobs

Investment Solutions Representative

Company: Fidelity Investments Inc.
Location: Jersey City
Posted on: April 3, 2021

Job Description:

At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time.

  • --- Investment Solutions Representative - Greater New Jersey Area - Jersey City, NJ Primary Location: Jersey City, NJ US Other Locations: Schedule: Full time Job Level: Associate Overtime Status: Non-Exempt Category: Job ID: 2017039 Job Description Investment Solutions Representative - Greater New Jersey Area We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the g reater New Jersey area ! The position is fully remote and requires you reside in the g reater New Jersey area . We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. Investment Solutions Representative "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson - Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? Join a team that's 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. The Expertise We're Looking For Previous success in sales, preferably in financial services Client or customer consultation experience Excellent phone and e-mail customer service skills Comprehensive understanding of financial services markets, the economy and of industry trends FINRA Series 7 licensed 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 obtain one The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development. The Skills You Bring Comprehensive understanding/interest in the financial services market, economy, and industry trends Results-oriented and comfortable working independently within the infrastructure of a large organization Strong technology skills and comfort with learning how to use new tools Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting Excellent interpersonal skills Robust influencing and client engagement skills Our Investments in You We believe it is important to approach life holistically. Fidelity's 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: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. Partnering with other functions and roles within the organization to drive additional business Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry How Your Work Impacts the Organization The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. 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. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. We believe in being #DifferentTogether. Fidelity's 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, 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. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Jersey City , Investment Solutions Representative, Other , Jersey City, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Travel Cytotechnologists
Description: Travel Cytotechnologist br Numerous Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get information br Click the View or Apply button for HCEN's Free, Quick (more...)
Company: HealthCare Employment Network, LLC.
Location: Lake Grove
Posted on: 04/11/2021

Delivery Driver - No Experience Needed (Bayport,NY)
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: DoorDash
Location: Bayport
Posted on: 04/11/2021

Make up to $20/hour - Deliver with DoorDash (Coram,NY)
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: DoorDash
Location: Coram
Posted on: 04/11/2021


Delivery Driver / Courier - Start Delivering Today (East Moriches,NY)
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: DoorDash
Location: East Moriches
Posted on: 04/11/2021

CDL-A Driver - 23 y/o & 1 Yr. EXP Req'd - Up To $.65 CPM
Description: Job Description: Hartt Transportation Systems, Inc. has been a family owned and operated trucking company for over 70 years. Our fleet consists of 400 company trucks, 170 owner operators contracted to (more...)
Company: Hartt Transportation Systems
Location: Shirley
Posted on: 04/11/2021

Lot Associate
Description: Lot Associate 390767599 Bellport, New York, US, 11713 Lot Associates assist customers with the loading
Company: The Home Depot
Location: Bellport
Posted on: 04/11/2021

Choose your own schedule - Drive with Uber
Description: Job Description Drive with Uber and earn money anytime it works for you. Driving is an easy way to earn extra, and it's totally flexible around your schedule. You decide when and how much you drive. What (more...)
Company: Uber
Location: Westport
Posted on: 04/11/2021

QA Floor Inspector (I)
Description: Company DescriptionThe Bountiful Company is a global leader in health and wellness, living at the intersection of science and nature. As a manufacturer, marketer and seller of vitamins, minerals, herbals, (more...)
Company: The Bountiful Company
Location: Holbrook
Posted on: 04/11/2021

Make up to $20/hour - Deliver with Caviar
Description: Your time. Your Goals.Caviar is a part of DoorDash. When you sign up, you'll join the fleet of independent couriers, called Dashers. Through DoorDash, you can receive either Caviar or DoorDash delivery (more...)
Company: Caviar
Location: Manorville
Posted on: 04/11/2021

Make up to $20/hour - Deliver with Caviar
Description: Your time. Your Goals.Caviar is a part of DoorDash. When you sign up, you'll join the fleet of independent couriers, called Dashers. Through DoorDash, you can receive either Caviar or DoorDash delivery (more...)
Company: Caviar
Location: Middle Island
Posted on: 04/11/2021

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Jersey City RSS job feeds