Top 8 fidelity Jobs in virginia

Financial Consultant - Midlothian, VA
Fidelity Investments —Midlothian, VA
- Full-time
- Mid-level
- Mentoring
- Communication skills
- Tuition reimbursement
- Retirement plan
5d
Investment Management Consultant II - RCS
Fidelity Investments —Virginia
- $70,000 - $95,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
5d
Director, Advanced Planning
Fidelity Investments —Virginia
- $95,000 - $186,000 a year
- Remote
- CPA
- Business development
- Bachelor's degree
- Loan repayment program
- Tuition reimbursement
Client Support Specialist - Greater Washington DC Area (REMOTE)
Fidelity Investments —Virginia
- $44,000 - $80,000 a year
- Remote
- Mid-level
- Residential
- Business development
- Loan repayment program
- Tuition reimbursement
Client Support Specialist - Greater Richmond, VA Area (REMOTE)
Fidelity Investments —Virginia
- Remote
- Mid-level
- Residential
- Business development
VP, Branch Leader - Alexandria, VA
Fidelity Investments —Alexandria, VA
- Office
- Mentoring
- Recruiting
Investment Consultant - Glen Allen, VA
Fidelity Investments —Glen Allen, VA
- Mid-level
- Office
- Communication skills
- Tuition reimbursement
2d

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Investment Management Consultant II - RCS
Fidelity Investments —Virginia
Participating in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations…
$70,000 - $95,000 a year
5d

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Financial Consultant - Columbus, OH
Fidelity Investments —Columbus, OH
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise We’re Looking For.
7d
Client Support Specialist - Greater Columbus, OH Area (REMOTE)
Fidelity Investments —Columbus, OH
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions…

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fidelity jobs near virginia

Financial Consultant - Midlothian, VA

Fidelity Investments -
Midlothian, VA

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Job Details

Full-time
5 days ago

Benefits

Tuition reimbursement
Retirement plan

Qualifications

Customer communication

Full Job Description

Job Description:

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

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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

The Skills You Bring

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

Note: Fidelity is not providing immigration sponsorship for this position

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

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

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Refine Your Search

fidelity jobs in virginia

Financial Consultant - Midlothian, VA

Investment Management Consultant II - RCS

Director, Advanced Planning

Client Support Specialist - Greater Washington DC Area (REMOTE)

Client Support Specialist - Greater Richmond, VA Area (REMOTE)

VP, Branch Leader - Alexandria, VA

Investment Consultant - Glen Allen, VA

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