Investment Solutions Representative - Salt Lake City, UT
Company: Fidelity Investments
Location: Ogden
Posted on: August 6, 2022
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Job Description:
Job Description: Job Description Investment Solutions
Representative We have an exciting opportunity for a remote,
licensed Investment Solutions Representative in the Greater
Portland, OR Metro area! While you will work from home, you must
reside near the Greater Portland, Oregon 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 solutions The Value You Deliver
Company Overview 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 clients money.
Join Us 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
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 , prompt 2, option 3. We welcome those
with experience in jobs such as Field Sales, Territory Sales
Professional, and Sales Assistant and others in the Sales to
apply.
Keywords: Fidelity Investments, Ogden , Investment Solutions Representative - Salt Lake City, UT, Other , Ogden, Utah
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