Investment Solutions Representative - Greater Las Vegas, NV Area
Company: Fidelity Investments
Location: Las Vegas
Posted on: September 22, 2022
Investment Solutions Representative
We have an exciting opportunity for a remote, licensed Investment
Solutions Representative in the Greater Las Vegas, NV Metro area!
While you will work from home, you must reside near the Greater Las
Vegas, Nevada 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 Role
As 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
The Value You Deliver
- Providing investment direction by using guidance tools to match
needs with suitable solutions such as products, research, and/or
- Developing and positioning mutual funds, fixed income products,
and discretionary money management services to existing customers
or prospective customers
- Hosting conversations about domestic and foreign financial
markets, market trends, economic indicators, investment concepts,
solutions, and strategies The Expertise We're Looking For
- Previous success in customer consultation or relationship
management, preferably in financial services
- Comprehensive understanding of financial services markets, the
economy and of industry trends
- FINRA Series 7 license required
- Series 63 and 65 or 66 licensed or ability to acquire upon
- Degree and/or other professional certifications are helpful; if
you don't already have a CFP or degree, our Tuition Reimbursement
program can help you acquire one
- Results-oriented and comfortable working independently 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 crafted to
help you and your family strike the right balance.
Series 07 - FINRA, Series 66 - FINRA
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
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 .
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
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 , or by
calling , prompt 2, option 3.
We welcome those with experience in jobs such as Sales
Professional, Business Development Representative, and Inside Sales
Representative and others in the Sales to apply.
Keywords: Fidelity Investments, Las Vegas , Investment Solutions Representative - Greater Las Vegas, NV Area, Other , Las Vegas, Nevada
Didn't find what you're looking for? Search again!