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Intern Jobs Near Me – Investment Solution In Waltham

    Website Fidelity

    Job Description:

    Join a team that’s an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients

    Job Responsibilities:

    • Strong technology skills and comfort with learning how to use new tools
    • Results-oriented and comfortable working independently within the infrastructure of a large organizationinterpersonal skills
    • Comprehensive understanding/interest in the financial services market, economy, and industry trends
    • Robust influencing and client engagement skills
    • Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting

    Job Requirements/Qualifications:

    • Client or customer consultation experience
    • FINRA Series 7 licens
    • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
    • Excellent phone and e-mail customer service skills
    • Comprehensive understanding of financial services markets, the economy and of industry trends
    • Series 63 and 65 or 66 licensed OR ability to acquire upon hire
    • Previous success in sales, preferably in financial services

    To apply for this job please visit

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