Job Description

Financial Consultant - Make a Positive Impact!

If you're tired of constantly searching for new clients and would rather focus on building relationships and creating personalized financial plans, then this opportunity is for you! Join our team at Fidelity, a reputable industry leader, where you'll have a stable client base and all the resources you need to succeed. We value professional growth, flexibility, and support, both for you and our clients.

What You'll Do

As a Financial Consultant, you'll engage face-to-face with customers in our Investor Center. You'll offer guidance, personalized planning, and extend the reach of our brand. We provide an open architecture product platform and top resources in the financial industry to support you, while you nurture relationships with existing clients.

Who We're Looking For

• Someone who has successfully built relationships and recommended solutions
• Hold FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and state registrations are a plus
• Ability to present complex solutions to clients while building rapport and credibility
• Degree or professional certifications are helpful but not required; we offer a Tuition Reimbursement program

Your Skills

• Ability to introduce clients to different investment strategies and bring in additional assets
• Coachable, collaborative, and curious
• Committed to delivering outstanding customer experiences and seeing others thrive
• Motivated, take initiative, and exceed customer expectations
• Extensive knowledge of investment solutions

What We Offer

We value our employees and offer a competitive total rewards package, including a stable base salary. Our benefit programs are designed to support you and your family. We provide comprehensive training and support in-branch, regionally, nationally, and virtually to help you succeed. You won't fail due to a lack of training or onboarding!

The Value You Bring

• Your integrity, insights, interpersonal skills, and meticulous planning will mentor and support customers in reaching their retirement goals
• Providing comprehensive investment solutions and retirement plans to meet clients' needs now and in the future
• Effectively engaging clients through personal interactions and building strong relationships
• Showcasing your commitment to clients and making a positive impact in the community

Join Fidelity, a company dedicated to strengthening the financial well-being of our clients. We offer endless opportunities to build a meaningful career that positively impacts lives. You don't need a finance background to succeed at Fidelity – we provide opportunities for learning and growth. Find your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer that believes in building a diverse workforce. We value inclusion and belonging, and we will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. For accommodation requests, please contact the HR Accommodation Team at accommodations@fmr.com or 800-835-5099, prompt 2, option 3. Your safety and the safety of our associates and customers is important to us. Certain roles may require a preliminary credit check and background investigation. Join us and make a positive impact today!

We welcome applicants with diverse backgrounds and experience, including Bilingual Customer Service, Payroll Specialist, and Controller positions in Accounting and Finance.