Job details
Job type full-time
Full job description
Job description:
“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 platformWe empower professional growth, flexibility and support thus enabling long-term success for you and our clientsYour desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We have a new and exciting opportunity for a remote licensed client management representative in the greater richmond area! the position is fully remote and requires you reside in the greater richmond, va areaWe offer virtual interviewing and on boarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely
The expertise we’re looking for
1-3 years’ experience in financial services (outbound calling experience preferred)
Related sales or customer engagement experience desired
Finra series 7 required
Finra series 63 and 65 or series 66 licensed or ability to acquire upon hire (paid training & support provided)
Comfortable working independently, within the infrastructure of a large organization
Excels in paperless work environment by using technology and comfort learning new tools
The purpose of your role
This central relationship manager position needs exactly your kind of energy and driveWe have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assetsYou will focus on engaging current and potential clients via phone and written correspondenceWorking in partnership with a financial consultant, you will build the path to an enhanced client experience and drive asset developmentYou will also utilize monthly sales plays, discuss asset consolidations, and execute sales interactions that advance the sales cycle.
The skills you bring
Your excellent communication and interpersonal skills with clients, peers, and business partners
Comfortable making outbound telephone calls
Your ability to thrive in a fast-paced environment
A broad understanding of investment options for the high-net-worth client
An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
Our investments in you
We believe it is important to approach life holisticallyFidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balanceSound 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
Click to hear from a few of our associates about the outstanding benefits fidelity offers: benefits at fidelity investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
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 industryWe help millions of people save and invest through personal investment accounts and workplace savings plansOur 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.
We 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 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 66 - finra
Company overview
At fidelity investments, our customers are at the heart of everything we doAs a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clientsWe help people invest and plan for their futureWe assist companies and non-profit organizations in delivering benefits to their employeesAnd we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join us
At fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yoursYou can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at homeAnd you don’t need a finance background to succeed at fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imaginedWe welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to find your fidelity at fidelitycareers.com.
Fidelity investments is an equal opportunity employerWe 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 processTo initiate a request for an accommodation, contact the hr leave of absence/accommodation team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
