Job Description

Phone Financial Consultant

Fidelity Investments believes in fair and consistent treatment for every associate and customer. We are committed to creating a safe and respectful environment where everyone is treated with kindness, compassion, and respect.

About the Role

As a Phone Financial Consultant, you will use your extraordinary knowledge and incomparable integrity to guide clients through wealth management and retirement planning strategies. You will build long-term relationships with customers and provide them with peace of mind.

What We're Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 66 (63/65) and Insurance Licenses preferred
• Five years of financial services experience, with 3-5 years of sales experience
• CFP certification is helpful

Your Role and Responsibilities

You will work collaboratively with multiple business specialists to provide top-notch customer experiences and meet clients' investment needs. You will nurture relationships with an existing client base and offer investment solutions to both existing and new customers.

Your Skills

• Deep understanding of financial markets and ability to simplify complex concepts
• Excellent knowledge of investment products
• Ability to work independently within the infrastructure of a large organization
• Strong technological acumen and comfort with learning new tools
• Effective communication and public speaking skills
• Collaboration with business partners to meet clients' investment needs

Our Commitment to You

We believe in a holistic approach to life and offer flexible benefits to support your well-being. You'll have access to outstanding benefits, resources, and a top compensation package.

How Your Work Impacts the Organization

As a Phone Financial Consultant, you will extend the reach of Fidelity's brand and provide mentorship and personalized financial planning to customers. We support a diverse and inclusive workplace where all employees are respected and valued.

To Apply

If you're interested in this role, please visit our website fidelitycareers.com to explore endless opportunities for a meaningful career at Fidelity Investments.

About Fidelity Investments

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, support businesses in delivering benefits to their employees, and provide investment and technology solutions for institutions and independent advisors.

Company Overview

Fidelity Investments is an equal opportunity employer. We believe in building an enduring culture of inclusion and belonging. We offer reasonable accommodations for applicants with disabilities. For accommodation requests, please contact the HR Accommodation Team: accommodations@fmr.com or call 800-835-5099, prompt 2, option 3. We value honesty, integrity, and the safety of our associates and customers.

We welcome applicants with diverse backgrounds and experiences.