Financial Consultant
2 weeks ago
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.
- Previous success 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 financial information 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.
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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
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 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].
", "Find Your Fidelity": "We invite you to Find Your Fidelity at \[website URL].
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