Fidelity Investments Opportunities in CA
B. Investment Consultant
Fidelity Investments
Berkeley, CA
Full-time
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 have 180+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effective service, and successfully anticipate clients' emerging needs. At Fidelity, you'll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, you'll also be building your career.
Position Description:
The primary role of the Investment Consultant is to develop strong relationships among Fidelity's Mass Affluent investor base with less than $250K in investable assets. The IC is expected to serve this investor base by offering a wide range of financial products and services through lead utilization, guidance appointments, referrals, prospecting, and local market development efforts. The IC is also responsible for helping to manage and serve branch walk-in/call-in volumes, as needed. This would include counter coverage, triage and client service as needed. The IC will deliver high levels of customer satisfaction and focus on customer needs at the center of all interactions.
Primary Responsibilities:
· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.
· Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.
· Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.
· Cross sells Fidelity products and services.
· Organizes and assists with the delivery of local branch seminars and ensures appropriate follow-up from these seminars.
· Participates in execution of local marketing development plan.
· Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.
· Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools
· Positions appropriate products in the context of current needs as well as customer's long term financial plans
· Fulfills client transactional, investment and service requirements as needed.
· Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments.
· Partners with other roles to transition clients to proper service model
· Manages and serves reactive branch walk-in/phone volumes, as needed.
· Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.
· Provides direction to new customers by being responsive to customer needs, inquiries and requests.
· Drives customer experience to high levels of satisfaction by adhering to the customer first principles.
· Seeks referral opportunities and follows up on leads.
Desired Skills and Experience
Education and Experience:
.2 or more years in financial services with an emphasis on customer service/sales
Skills and Knowledge
.Series 7 & 63 required prior to hire
.Series 65 must be obtained within 3 months of hire unless already has the 66 combo
.Insurance Licenses required (or to be obtained within 6 months of hire)
.Sales skills including product knowledge, presenting multiple options and proactive outbound calling efforts, ability to compare and contrast investments
.Demonstrated effective use of consultative skills, PC Skills and system knowledge
.Must have proven track record in relationship management and customer satisfaction plus be able to work with all levels of customers, managers and employees
Company Overview:
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients' money.
Michele Gagnon
Senior External Recruiter
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