Industry: Financial Services
Employment Type: Part Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
Full Job Description
Join Our Team as a Virtual Financial Consultant at Fidelity Investments
About Us
At Fidelity Investments, our mission is to strengthen the financial well-being of our clients. With over 75 years of experience in investment management and planning, we believe in the transformative power of personal finance. Our commitment to providing exceptional service and innovative solutions has made us one of the leading investment firms in the world. We maintain a culture that values inclusivity, diversity, and continuous learning, allowing our employees to thrive both professionally and personally.
Position Overview
We are excited to announce an opportunity for a passionate and driven individual to join Fidelity Investments as a Virtual Financial Consultant in our Albuquerque, New Mexico office. This role is perfect for candidates seeking virtual jobs now who want to leverage their expertise in finance to guide clients towards their financial goals.
Key Responsibilities
As a Virtual Financial Consultant, you will:
- Engage with clients through virtual platforms to develop customized financial strategies tailored to their needs.
- Provide expert guidance on investment opportunities, retirement planning, and wealth management.
- Utilize cutting-edge technology to analyze client portfolios and optimize financial outcomes.
- Build lasting relationships with clients by offering ongoing support and personalized advice through various communication channels.
- Stay informed on market trends, investment strategies, and regulatory changes to provide accurate and timely information to clients.
- Meet performance metrics and contribute to team goals by actively seeking new client opportunities.
- Participate in continuous training and professional development programs to enhance your financial knowledge and skills.
Qualifications
The ideal candidate will possess:
- A bachelor’s degree in Finance, Business, Economics, or a related field.
- Previous experience in financial consulting, sales, or customer service (preferably in a virtual environment).
- Strong communication skills with a proven ability to build relationships and influence decisions.
- Proficiency in virtual communication tools and financial software applications.
- A passion for helping others achieve their financial goals and a strong understanding of investment products.
- Licensure required: Registered Representative (FINRA Series 7, 63/65 or 66 preferred) or willing to obtain within 180 days of employment.
- Enthusiasm for working in a fast-paced, team-oriented environment.
What We Offer
Fidelity Investments recognizes the importance of maintaining a healthy work-life balance. As a Virtual Financial Consultant, you will receive:
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits, including medical, dental, and vision coverage.
- A retirement plan with employer contributions.
- Flexible working hours to accommodate your lifestyle.
- Opportunities for professional growth and development through training programs and mentorship.
- An inclusive workplace culture that promotes teamwork and collaboration.
- Access to exclusive resources and tools to help you excel in your role.
Why Choose Fidelity Investments?
At Fidelity, you will have the opportunity to:
- Make a real difference in the lives of your clients by helping them achieve financial independence.
- Work collaboratively with diverse teams that celebrate innovation and progressive thinking.
- Engage with the latest technology in the financial services industry, enhancing your professional capabilities.
- Thrive in a supportive environment committed to your career growth and success.
Application Process
If you are enthusiastic about making a meaningful impact in the financial services industry and are interested in exploring virtual jobs now, we encourage you to apply for the Virtual Financial Consultant position at Fidelity Investments. Take the first step towards a rewarding career that aligns with your values and aspirations. Please visit our careers page for application details and further information.
Conclusion
Join Fidelity Investments as a Virtual Financial Consultant and embark on an exciting journey to empower our clients with the financial knowledge they need to succeed. We look forward to welcoming a new member to our Albuquerque team who shares our vision of financial empowerment and innovation.
FAQs
- What training is provided for new employees?
We offer comprehensive training programs that cover our products, services, and regulatory requirements. Continuous learning is a core part of our culture. - Is this position fully remote?
This position will primarily be virtual, but you may be required to attend occasional team meetings in Albuquerque. - What type of clients will I be working with?
You will work with a diverse array of clients, ranging from individuals to small businesses, assisting them with different aspects of financial planning. - Are there opportunities for promotions within Fidelity?
Yes, we are committed to promoting from within and offer numerous pathways for career advancement. - What tools and technology do you use?
We utilize a variety of state-of-the-art financial software and communication tools to enhance client interactions and optimize financial strategies.
