Financial Consultant

2 weeks ago


Burlingame, California, United States Fidelity TalentSource LLC Full time
Job Description:

Are you a skilled financial professional looking to deepen relationships and create complex financial plans? Join Fidelity, a stable industry leader with a business model that provides a existing client base and institutional feeders of business. Our team empowers professional growth, flexibility, and support, enabling long-term success for you and our clients.

The Purpose of Your Role

As a Financial Consultant in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an 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 important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And 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. 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

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