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Monetary Strategy and Planning Consultant

Company: Fidelity Investments
Location: Millburn
Posted on: November 26, 2022

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 structured training program 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 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 licenses
  • Whether 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
  • Competitive, 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. - -Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. - At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.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
      • Being coachable, collaborative, and curious are your "go to" attributes
      • You are eager to learn about various 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 a competitive sales environment
      • Committed to delivering an exceptional customer experience, you have a passion for seeing those in your community thrive
      • Driven by results, you take initiative and surpass expectationsOur Investment in YouWe believe it is important to approach life holistically. Our are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
        • We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. Click to hear from a few of our associates about the outstanding benefits Fidelity offers:
        • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
        • You are supported by a team of specialist and service support that allows you to focus on talking to clients, creating plans and implementing solutionsThe -Value -You Deliver
          • Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needsboth now, and for their future.
            • Effectively engage clients through face to face interactions, reflecting your interpersonal communication and relationship building skills
            • Continue to make a positive impact on your community while honing your professional skills and experienceWe believe in being #DifferentTogetherFidelity'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 such as military service, women's leadership or environmental sustainability, 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 and clients for their unique perspectives and experiences.Working 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!Certifications: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 2022. 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 "."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. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Accounts Payable Clerk, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New York , Monetary Strategy and Planning Consultant, Other , Millburn, New York

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