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Financial Advisory Consultant

2 months ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time



Position Overview:

As a Financial Advisory Consultant, you are dedicated to enhancing the financial well-being of your clients. At Fidelity TalentSource LLC, we prioritize our clients' needs and strive to create meaningful connections. We foster an environment that promotes professional growth, flexibility, and support, ensuring long-term success for both you and our clients.

Your Role's Purpose

In our Investor Center, you will craft tailored financial strategies utilizing a diverse array of products and services, leveraging your expertise and Fidelity's advanced planning tools. Your focus will be on nurturing existing client relationships and engaging with warm leads, allowing you to concentrate on delivering investment solutions and fostering strong connections with a dedicated local advisor.

Desired Expertise

· Utilizing Fidelity's guidance tools effectively, you will engage in financial planning discussions, presenting solutions and services that align with client needs.

· By leveraging technology, you will prepare for and conduct efficient one-on-one meetings, optimizing the client's time and planning for follow-up actions.

· Through proactive outreach, you will cultivate relationships, gaining insights into clients' goals and referring them to a wealth management partner based on their financial complexity.

· Required licenses include Series 7 & 63; Series 65 or 66 and relevant state registrations are preferred, or the ability to obtain them swiftly upon hire.

· A degree and/or professional certifications such as CFP are advantageous; if you do not possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.

Skills You Bring

· A comprehensive understanding of various investment solutions, enabling you to educate clients on their values and distinctions.

· Exemplary interpersonal skills and a proactive approach to relationship building, consistently exceeding expectations.

· Outstanding communication and consultative abilities, thriving in a dynamic work environment.

Our Commitment to You

At Fidelity, our greatest asset is our people. We recognize the importance of a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefit programs are designed to help you and your family achieve the right balance. We provide extensive training opportunities, both in-branch and virtually, to support all aspects of your business, ensuring you have the resources needed for success.

The Impact You Will Make

In this position, you will work closely with clients to guide them in making informed investment decisions that serve their best interests. By adeptly navigating Fidelity's planning and guidance tools, and implementing solutions tailored to client needs, you will significantly influence their financial futures.



Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions.

At Fidelity, we value integrity and the safety of our associates and clients within a regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving an offer will need to complete a background investigation, which may include a review of criminal history, civil litigations, employment, education, and credit history. Where permitted by law, Fidelity may also conduct a pre-employment drug screening.

Fidelity Investments is an equal opportunity employer, dedicated to building a diverse workforce through a culture of inclusion and belonging.