Paramus, New Jersey
Fidelity
Job Description:
WANT TO INSPIRE BETTER FINANCIAL FUTURES? Deciding to join the financial services industry and mastering the many skills it requires takes initiative, hard work and discipline. But becoming successful at it means much more. It means putting your customers' needs first and dedicating yourself to inspiring better financial futures for them. Our associates find that helping people achieve their dreams of buying a first home, sending a child to college and preparing for a comfortable retirement both financially and personally gratifying. Providing financial strategies and product solutions that help people live better lives is meaningful work that can provide a lifetime of challenges and rewards. FIDELITY FINANCIAL CONSULTANT PROGRAM The Fidelity Financial Consultant Program (FFCP) is a unique program that introduces you to Fidelity's branch network, with a focus on teaching comprehensive financial planning and our approach to delivering exceptional customer service. In this entry-level role you will become part of a program that is committed to nurturing and building your career in financial services with an industry leader. During this program, you will have structured training and performance benchmarks designed to accelerate your career with Fidelity. Career Path The FFCP will put you on a proven career path that streamlines your growth through our branch network. Between the growth of the firm and your dedication to professional development, our high performance FFCP associates could be managing a book of high-net worth clients of their own within five to six years. Training and Career Development * Series 7 and 63 licenses * One week off-site classroom * Online training modules * On-the-job training * Bi-annual in-person market meetings * Monthly program calls * 1:1 coaching and mentoring * Customized performance-based career planning * Defined 5 year career track * Professional development courses Primary Responsibilities * Act as first point of contact in branch and provide exceptional service * Drive an enhanced customer experience by adhering to the customer first principles * Introduce prospects to the full array of Fidelity products and services * Provide Fidelity customers with account information * Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service * Use online resources to capture and provide appropriate customer data * Facilitate timely, accurate and efficient mutual fund and equity transactions * Work with all branch employees as a member of the team * Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance * Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork * Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements * Customer literature inventory management, office supplies Inventory Management * Seminar preparation * Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests Qualifications: Education and Experience * College degree preferred * Prior customer service, sales, or phone experience required * Experience or strong interest in sales required * Strong communication skills We offer our associates a competitive environment with excellent benefits that values teamwork, encourages innovative ideas, and builds professional networks. About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit . Fidelity Investments is an equal opportunity employer.