Financial Advisor

2 weeks ago


Alexandria, Virginia, United States Fidelity Investments Full time
Job Description:

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to provide personalized financial planning and guidance, helping them achieve their long-term financial goals.

We offer a stable business model with an existing client base and institutional feeders of business, providing a unique opportunity for professional growth and development.

The Purpose of Your Role:

As a Financial Consultant, you will work in our Investor Center, interacting with clients face-to-face to offer guidance and personalized planning. You will also help extend the reach of our firm's brand and support our clients in achieving their financial objectives.

We provide an open architecture product platform and top resources in the financial industry, empowering you to nurture relationships with our existing client base.

The Expertise We're Looking For:
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • 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
The Skills You Bring:
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You:

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer 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 provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

The Value You Deliver:
  • Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:

Series 0- FINRA, Series 6- FINRA

Category:

Sales



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