Financial Consultant

2 weeks ago


San Jose, California, United States Fidelity Investments Full time
Unlock Your Potential as a Financial Consultant

Fidelity Investments is seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.

About the Role

This is an exciting opportunity to work with a stable industry leader, leveraging our business model with an existing client base and institutional feeders of business. You will have the chance to deepen relationships, create complex financial plans, and make a positive impact in the community.

Key Responsibilities
  • Build relationships with clients, uncovering their needs and recommending tailored solutions
  • Provide comprehensive investment solutions and retirement plans to meet clients' needs
  • Engage clients through personal interactions, leveraging your interpersonal communication and relationship-building skills
  • Collaborate with our team to deliver an outstanding customer experience
What We Offer

Fidelity Investments is committed to empowering our associates' growth and success. We offer a competitive total rewards package, including a stable base salary, training opportunities, and a range of benefits to support your well-being.

Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships and recommending solutions
  • Ability to present complex solutions to a knowledgeable client base
  • Keen ability to communicate effectively and build rapport with clients
Why Join Fidelity?

We are a top 10 Best Place to Work, recognized by our employees as a leader in the industry. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to thrive at work and at home. Join us and discover a career that positively impacts peoples' lives, including yours.


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