Sales Representative at Fidelity Investments in Salt Lake City, UT

📌 Salt Lake City 🏷️ Other 🕑 2021-06-23
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Financial Investment Sales Representative


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 platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. _Relocation assistance may be available for those who meet eligibility requirements._ THE EXPERTISE WERE 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 drive. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. You will focus on engaging current and potential clients via phone and written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience and drive asset development. You 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 holistically. Fidelitys greatest advantage is our people so our benefit programs [ are designed to help you and your loved ones strike the right balance. Sound too good to be true?
See for yourself and learn more about our benefits offerings:
Click here for a story about how we are helping our employees payback their student loan debt [ 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 industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our 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 DIFFERENTTOGETHER. Fidelitys 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.
COVID WORK POLICY Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.
DYNAMIC WORKING POST PANDEMIC Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so youll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
LEARN MORE: Dynamic Working [ 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 2 For roles based in Ireland: Contact For roles based in Germany: Contact Fidelity Privacy policy [ CERTIFICATIONS: Series 07 - FINRA, Series 66 - FINRA COMPANY OVERVIEW At Fidelity Investments, our customers are at the heart of everything we do. As 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 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, youll 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. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We 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 [ 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 toaccommodations , or by calling , prompt 2, option 2.

View Application

You will be redirected to Fidelity Investments's preferred application process.

You will be redirected to Fidelity Investments's preferred application process.

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