Job Description

Financial Consultant

If you're tired of constantly hunting for new clients and prefer to focus on building deep relationships and creating intricate financial plans, come join our team. Fidelity, an industry leader, offers a unique business model with an existing client base and strong industry connections. We prioritize your professional growth, provide flexibility and support, and ensure long-term success for both you and our clients.

Your Role

As a Financial Consultant in our Investor Center, you'll have face-to-face interactions with customers, offering personalized guidance and planning while representing our brand. We provide an open architecture product platform and top-notch resources in the financial industry to support you in nurturing relationships with our existing client base.

Who We're Looking For

• Prior success in building relationships, understanding customer needs, and suggesting solutions
• FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations OR willingness to obtain series 65/66 after hiring
• Ability to present complex solutions to a knowledgeable client base, while building trust
• Optional: Degree and/or professional certifications. If you don't have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Your Skills

• Thoughtfully introduce clients to various investment strategies and consolidate assets through positive, client-centered discussions
• Be coachable, collaborative, and curious. These attributes will help you thrive
• Deliver exceptional customer experiences and have a genuine passion for seeing others succeed
• Driven by results, proactive, and always strive to exceed customer expectations
• Extensive knowledge of investment solutions

What We Offer

At Fidelity, we believe our greatest advantage is our people, and we understand the importance of a holistic approach to life. We provide competitive total rewards packages, including stable base salaries, to recognize your achievements. Our benefit programs promote work-life balance and support your family. We offer extensive training, both in-branch and virtual, to help you succeed in all aspects of your business. Lack of training or onboarding will never be a barrier to your success.

Your Value

• Your integrity, insights, and meticulous planning allow you to mentor and support customers in reaching their retirement goals
• Support clients by providing comprehensive investment solutions and retirement plans for their present and future needs
• Earn trust through personal interactions, excellent interpersonal communication, and relationship-building skills
• Stay committed to clients and make a positive impact in the community

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

About Us

Fidelity Investments is a privately held company dedicated to improving the financial well-being of our clients. We help individuals invest and plan for the future, assist companies and non-profit organizations in delivering employee benefits, and provide investment and technology solutions to institutions and independent advisors.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including your own. We offer flexible benefits that support you throughout your career, enabling you to succeed both at work and at home. Our commitment to inclusivity and belonging has earned us the Glassdoor Employees' Choice Award for being recognized as a Best Place to Work in 2023. You don't need a finance background to excel at Fidelity – we provide diverse learning opportunities so you can fulfill your career aspirations.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers in our heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to undergo a background investigation, including criminal, civil litigations and regulatory reviews, employment, education, and credit reviews (role dependent). Pre-employment drug screening may also take place where permitted by law.

As an equal opportunity employer, Fidelity welcomes applicants with disabilities and will make reasonable accommodations for the application and interview process. To request an accommodation, contact the HR Accommodation Team through email at accommodations@fmr.com or by calling 800-835-5099, prompt 2, option 3.

To start your journey with Fidelity, visit fidelitycareers.com

We encourage individuals with experience in payroll, finance, and accounting roles to apply. All are welcome!