Financial Consultant

1 week ago

Newport Beach, California, United States Fidelity TalentSource LLC Full time
{"The Opportunity": "

Are you looking for a career that allows you to build meaningful relationships with clients and help them achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with a stable industry leader and a business model with an existing client base and institutional feeders of business.

", "Key Responsibilities": "
  • Engage face-to-face with clients, offering guidance and personalized planning to help them achieve their financial goals.
  • Work with a team to develop and implement comprehensive investment solutions and retirement plans.
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Stay up-to-date with industry trends and developments, and share knowledge with colleagues to drive business growth.
", "Requirements": "
  • Previous experience in building relationships and providing financial guidance to clients.
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Strong communication and interpersonal skills, with the ability to present complex solutions to clients.
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
", "What We Offer": "

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

", "Certifications": "
  • Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
", "Company Overview": "

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

", "Why Fidelity": "

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

", "Equal Opportunity Employer": "

Fidelity is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

", "Accommodation Request": "

We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to \[email address].

", "Base Salary Range": "$55,000 - $75,000 per year"}

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