Financial Investment Solutions Representative
Company: Fidelity Investments
Location: Carol Stream
Posted on: June 18, 2022
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Job Description:
Job Description:Investment Solutions RepresentativeWe have an
exciting opportunity for a remote, licensed Investment Solutions
Representative in the Greater Chicago, IL Metro area! While you
will work from home, you must reside near the Greater Chicago,
Illinois 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.The 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
solutionsThe Value You Deliver
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 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 "Dynamic Working."
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
Leave of Absence/Accommodation Team by sending an email to
accommodations @fmr.com, or by calling 800-835-5099, prompt 2,
option 3.
We welcome those with experience in jobs such as Customer Account
Manager, Franchise Executive, and Business Services Representative
and others in the Sales to apply.
Keywords: Fidelity Investments, Carol Stream , Financial Investment Solutions Representative, Accounting, Auditing , Carol Stream, Illinois
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here to apply!
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