56257 Voloridge Investment Management Jobs

Job Description:

Financial Consultant, Phones
 

Fidelity Investments' Racial Equity & Diversity Pledge

"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?

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.

We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater Chicago area! The position is fully remote and requires you reside in the Greater Chicago 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.

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. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

The Expertise We're Looking For

• 1-3 years' experience in financial services (outbound calling experience preferred)
• Related sales or customer engagement experience desired
• Series 7 & 63 licenses required prior to hire
• Series 65 or 66 licenses preferred, or can be obtained after hire
• State registrations must be obtained within 3 months of hire
• PC/Windows skills a must

The Purpose of Your Role

This Central Relationship Manager position needs exactly your kind of energy and drive. You will focus on engaging current and potential clients via phone and written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience and drive asset development. You will also leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle.

The Skills You Bring

• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
• Your excellent communication and interpersonal skills with clients, business partners, team and department
• Your ability to thrive in a fast-paced deadline environment
• A broad understanding of investment options for the high-net-worth client
• A comfort with making outbound calls

The Value You Deliver

• You are key to the Fidelity relationship strategy
• Deepening client relationships through long term guidance
• Collaborating with the Relationship Manager team company wide
• Leading the client contact strategy
• Creating long lasting meaningful relationships with clients

How Your Work Impacts the Organization

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.

Certifications:

Series 07 - FINRA, Series 66 - 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.