Financial Consultant

Company: Fidelity Investments
Location: West Covina
Posted on: May 13, 2022

Job Description:

Job Description: - -Service -Solutions -Specialist -We have an exciting opportunity for a remote, licensed -Service -Solutions -Specialist -in the Greater San Jose Metro area! While you will work from home, you must reside near the Greater San Jose 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 -As a Service -Solutions -Specialist, -you will be an integral part of a team that provides expertise for complex service items.---You will own the outcome for the client -and provide a personalized, frictionless experience to effectively resolve the -client's -need. In this role, you will help -clients feel confident, make clear decisions, and achieve their financial dreams. ---- -The Purpose of Your Role ----The Service -Solutions -team resolves -issues at point of service, and proactively reaches -out to clients -to resolve identified issues or items that are not in good order. -You -will -support Fidelity associates -and clients -with their complex service needs through a case management model. - -The Value You Deliver -

• Engaging via phone and written communication, -you produce -service -solution -strategies -by supporting the reactive and proactive needs of -clients -and our front-line associates -
• You deliver the best client -experience in the financial services industry by -efficiently and accurately -resolving issues and taking ownership to solve complex situations ----The Expertise You Have -
  • Series 7 required -
    • Series 63 or ability to obtain -upon hire -
    • 2-3 years of previous financial services experience -The Skills You Bring -
      • Strong communication skills and organizational skills to prioritize decisions in a fast-moving environment - -
        • Creative problem resolution skills with an ability to balance risk and the client experience -
        • Capability to take ownership of complex situations that result in positive outcomes for clients -
        • Experience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognition -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. - -Certifications:Series 07 - FINRA
          Company OverviewFidelity 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 UsAt 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 , 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.As a result of COVID-19, many of our associates are continuing to work remotely. 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 "."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 to -, or by calling 800-835-5099, prompt 2, option 2. We welcome those with experience in jobs such as Sales Floor, District Manager, and Retail Sales Associate and others in the Retail to apply.

Keywords: Fidelity Investments, West Covina , Financial Consultant, Professions , West Covina, California