Financial Planning Consultant

1 week ago

Little Rock, United States Fidelity Investments Full time

Are you ready to elevate your career by focusing on building deep client connections rather than constantly sourcing new clients? Join a leading firm in the financial consulting industry that empowers you to create intricate financial plans while leveraging an existing client base and robust institutional partnerships. In this role at our Investor Center, you will have the incredible opportunity to meet face-to-face with clients, provide personalized financial guidance, and enhance the firm's esteemed brand presence. With an industry-leading product platform and top-tier resources at your disposal, you can devote your energy to nurturing valuable relationships with our clientele. The Expertise We're Looking For: Proven track record in establishing relationships, understanding client needs, and recommending tailored financial solutions. Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses with applicable state registrations OR willingness to obtain the Series 65/66 upon hiring. A strong ability to present sophisticated financial solutions to an informed client base while establishing rapport and credibility. A degree and/or other professional certifications are advantageous; if you don't have a CFP or degree, take advantage of our Tuition Reimbursement program to obtain one. The Skills You Bring: Ability to effectively introduce clients to various investment strategies while fostering engaging, client-centric discussions. Embrace being coachable, collaborative, and curious as core attributes. A passion for delivering exceptional customer experiences that empower clients to succeed. Results-oriented with a proactive approach to finding solutions and consistently exceeding customer expectations. Comprehensive knowledge of investment solutions. Our Investments in You: At Fidelity, our people are our greatest asset. We offer a competitive total rewards package, including a stable base salary, to recognize individual achievements. Our comprehensive benefit programs are designed to help you and your family maintain the right work-life balance. You will receive extensive training in-branch, regionally, nationally, and virtually to support you in every facet of your business. We ensure that you will succeed with adequate training and onboarding The Value You Deliver: Your integrity, insights, and meticulous planning allow you to guide customers towards achieving their retirement objectives. Providing clients with holistic investment solutions and retirement plans tailored to their present and future needs. Engaging clients through meaningful interactions that reflect effective communication and relationship-building skills. A strong commitment to making a positive impact in your community while supporting client success. Please note, Fidelity's offices operate under the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state regulations. Certain restrictions may apply regarding hiring individuals with specific criminal histories.

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