Investment Solutions Representative - Greater Smithfield, Rhode Island Area
Company: Fidelity Investments
Location: Smithfield
Posted on: September 18, 2023
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Job Description:
Job Description:
Investment Solutions RepresentativeThe Purpose of Your RoleAs 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
The Expertise We re Looking For
Our Investments in YouFidelity 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\u00A0benefit
programs\u00A0are crafted to help you and your family strike the
right balance.Certifications:Series 07 - 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.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, 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 \u0022.\u0022We 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 Leave of Absence/Accommodation Team by sending an
email to -, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Woonsocket , Investment Solutions Representative - Greater Smithfield, Rhode Island Area, Other , Smithfield, Rhode Island
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