Job Description:
Investment Solutions Representative
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Mequon and Milwaukee
We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Milwaukee, WI Metro area! While you will work from home, you must reside near the Greater Milwaukee, Wisconsin area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.
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The Purpose of Your Role
As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you'll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity's customer base and client relationships by carefully profiling customers' needs and positioning investment strategies that meet their needs using a defined set of tools and solutions
The Value You Deliver
- Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.
- Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customers
- Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies
The Expertise We're Looking For
- Previous success in customer consultation or relationship management, preferably in financial services
- Comprehensive understanding of financial services markets, the economy and of industry trends
- FINRA Series 7 license required
- 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 acquire one
- Results-oriented and comfortable working independently
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are crafted to help you and your family strike the right balance.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity 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 Us
At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, detailed in this document, 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 invite you to Find Your Fidelity at fidelitycareers.com.
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.