- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
-
Business Operations Consultant
1 week ago
MassMutual Worcester, United States Full timeThe Team · The Workforce Management, Reporting & Analytics team, as a part of the larger operations organization, supports its business partners by providing insights through a combination of Data Visualization and Business Analytics. We are a nimble team of Professionals embedde ...
-
Breakroom Solutions Executive
1 week ago
Staples, Inc. Framingham, United States Full timeStaples is business to business. You're what binds us together. · Our world class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers' unique needs. We are committed to understanding our customers and use b ...
-
Procurement Consultant
1 week ago
Staples, Inc. Framingham, United States Full timeStaples is business to business. You're what binds us together. · Our merchandising team aims to deliver the best value and selection to our customers through products, services and solutions all centered around our customers' needs. We are driven by customer insights and analyti ...
-
Breakroom Solutions Executive
2 weeks ago
Staples, Inc. Framingham, United States**Staples is business to business**. You're what binds us together. · Our world class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers' unique needs. We are committed to understanding our customers and u ...
-
Property Maintenance Building Technician
2 weeks ago
Commericial Real Estate Company Framingham, United StatesPROPERTY MAINTENANCE BUILDING TECHNICIAN · Experience in building maintenance or trades required. · - Ability to work independently and to take direction. · - Willingness to complete any task whether minor or major. · - Provide quality service and response in a professional and p ...
-
Administrative Assistant
3 weeks ago
Antea Group Framingham, United States**Antea USA, Inc. (AnteaGroup) is seeking a motivated Administrative Assistant in one of the following office locations: Boston, MA (Framingham), or Charlotte, NC.** · At AnteaGroup, we provide environment, health, safety, and sustainability consulting that combines innovation wi ...
-
Director Category Development
2 weeks ago
Staples, Inc. Framingham, United StatesStaples is business to business. You're what binds us together. · The Staples Brand Group aims to deliver the best product at a great value to our customers every day. We are driven by customer insights and analytics to bring products and solutions to market seamlessly. We're inc ...
-
Secretary Ed Part Time Days
1 week ago
Metrowest Medical Center Framingham, United States Part time**PART TIME - EVERY OTHER WEEK AND 2 VARIED DAYS DURING THE WEEK** · MetroWest Medical Center is the largest community health care system between Worcester and Boston. MetroWest Medical Center is committed to providing high quality, comprehensive care, at a location close to home ...
-
Atlas Dynamics Paragon, United StatesJob Information · Are you looking for an internship or working student position in the field of Operational Excellence Consulting and Smart Factory as part of your studies? We offer you a position as an intern/working student (m/f/d) in this area starting in the winter semester o ...
-
SilverLinx Danforth, United StatesIn our departments for home textiles and bedding · The XXXLutz Group operates over 370 furniture stores in 13 European countries and employs more than employees. In Germany, over employees contribute to the success of the group, which operates 57 XXXLutz furniture stores and 47 M ...
-
Leasing Consultant
3 days ago
Mill Creek Residential Framingham, United StatesMill Creek continues to enhance its Northeast portfolio with the exciting development of Modera Framingham, located at 266 Waverly Street in the Central Business District (CBD), commonly referred to as downtown Framingham. · The Leasing Consultant position is the primary point of ...
-
Secretary Ed Part Time Days
5 days ago
Metrowest Medical Center Framingham, United States Part time**PART TIME - EVERY OTHER WEEK AND 2 VARIED DAYS DURING THE WEEK** · MetroWest Medical Center is the largest community health care system between Worcester and Boston. MetroWest Medical Center is committed to providing high quality, comprehensive care, at a location close to home ...
-
Manager of Public Policy
3 days ago
Providers' Council Framingham, United States**Summary**: · The _**Manager of Public Policy & Communications**_ leads the Council's public policy and communications initiatives. This position is a primary contact for Council members, elected officials, policymakers, regulatory agencies, press and other stakeholders. The Man ...
-
Summer Programs Resident Director
1 week ago
Walnut Hill School For The Arts Natick, United StatesWalnut Hill School for the Arts in Natick, MA seeks a Summer Programs Resident Director for the Summer 2024 session. · Each summer, Walnut Hill School for the Arts welcomes talented students from across the country and around the world to our Natick, Massachusetts campus for imme ...
-
Customer Service Team Lead
2 weeks ago
Intuvie Natick, United StatesIntuvie has a track record of bringing impactful innovations to the healthcare industry - namely in the area of infusion therapies. We provide both large volume and ambulatory infusion pumps, as well as connectivity software that improves clinician productivity · GENERAL SUMMARY ...
-
Teaching Assistant
1 week ago
ACCEPT Education Collaborative Natick, United StatesACCEPT Education Collaborative is a regional non-profit educational organization with locations in Medway and Natick, MA. ACCEPT provides a wide range of programs and services including special education for students with moderate to severe needs, specialized transportation, home ...
-
Eye Care Advisor
3 weeks ago
For Eyes Optical Natick, United StatesAt For Eyes, we are an optical retailer that offers high-quality brands and products with great pricing. We are as unique as our customers and patients. Our diverse team consists of more than 500 dedicated associates across 105 stores in the United States and Puerto Rico. Our hig ...
-
Operations Consultant
3 weeks ago
WSP Global Inc. Boston, MA, United StatesWSP is currently initiating a search for a Rail Vehicle Engineer to join our Transit and Rail Team for projects located in the Boston, MA area. This position provides an opportunity to join a fast-paced team who provides solutions for rail vehicle engineering projects. Your role ...
-
Landscaping Construction Operations Manager
5 days ago
Super Service Landscaping & Construction Natick, United States**About us** · Super Service Landscaping & Construction is a small landscaping, hardscaping and snow removal business in Natick, MA. We are professional, customer-centric and fast-paced. · Our work environment includes: · - Growth opportunities · - Relaxed atmosphere · - On-the-j ...
-
Landscaping Foreman
5 days ago
Super Service Landscaping & Construction Natick, United States**About us** · Super Service Landscaping & Construction is a small landscaping, hardscaping and snow removal business in Natick, MA. We are professional, customer-centric and fast-paced. · Our work environment includes: · - Growth opportunities · - Relaxed atmosphere · - On-the-j ...
Investments Operations Consultant - Framingham, United States - Fidelity Investments
Description
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. 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 Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
The Skills You Bring
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 designed to help you and your family strike the right balance. We offer 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
The Value You Deliver
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany 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
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 , prompt 2, option 3.
We welcome those with experience in jobs such as Retail Sales Representative, Accounting Assistant, and Staff Accountant and others in the Accounting and Finance to apply.
