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Job type full-time
Full job description
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
Client management representative
We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clientsWe know you will inspire client dedication and engagement in order 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 miami, fl area! the position is fully remote and requires you reside in the greater miami, florida 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
Series 7 (required)
Series 66 (63/65) preferred (paid training provided)
Minimum of 3 years of previous financial services experience
Broad based knowledge and understanding of general financial planning concepts
Shown customer service, relationship management and sales skills
Ability to work 100% percent remotely
Bilingual in spanish and english is a plus
The purpose of your role
Client management representatives help support and consult fidelity clients who have a managed portfolio.
The skills you bring
Strong verbal and written communication skills
Your ability to effectively influence others
Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization
Strong technological acumen and comfort with learning how to use new tools
Excels in paperless work environment by leveraging technology
Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
Have robust time management and organizational skills
Bring a comprehensive understanding of tax and retirement issues
Having previous experience consulting with clients or possess a dream to learn this approach
Our investments in you
We believe that a holistic approach to life is importantOur benefit programs are designed to help you and your loved ones strike the perfect balanceSound too good to be true? see for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits fidelity offers: benefits at fidelity investments
Click here for a story about how we are helping our employee’s payback their student loan debt
The value you deliver
Educating clients on an ongoing basis regarding asset allocation
Conducting annual reviews of client’s profiles to ensure suitable portfolio allocations
Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
Conducting welcome calls with new clients to solidify the relationship and outline the service model
Resolving service requests in coordination with pas service specialists
How your work impacts the organization
The client relationship manager is part of fidelity’s portfolio advisory services group, which operates within our personal investing business unitWe are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and servicesWe believe in building relationships, not just in building sales or building our assetsAfter all, our clients will place their investments, their savings, and their futures in your handsYou’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything elseThis is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantTo do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choiceWe are proud of our
Diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.
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 and inclusive workplace for all employees.
Fidelity investments is an equal opportunity employer.
Series 07 - finra, series 66 - finra
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe 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 associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFind your fidelity at 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 processPlease email us at accommodations @fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.