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Client Relationship Wealth Strategist

2 months ago

Dallas, Texas, United States Fidelity Investments Full time
Job Overview:

Are you prepared to leverage your life experiences to create a significant impact?

Is it time to embrace new opportunities and develop new competencies? If you're contemplating a career change or re-entering the workforce after a hiatus, we have an ideal program for you. Whether you are shifting from a different sector or resuming full-time work after a break, Fidelity values your life experiences and the distinct skills you possess. We aim to collaborate with you in a program where you will utilize your life experiences to build personal connections with clients and guide them towards financial stability.

Have you always been intrigued by investment offerings? Do you understand the necessity of having a solid financial strategy? We present a Financial Consultant opportunity that includes structured training with a clear pathway to becoming a full-time consultant at Fidelity. This program is a compensated opportunity, specifically designed to assist you in transitioning into financial service sales. In the FC Acceleration Program, you will receive top-tier training and skill enhancement that will facilitate your smooth transition into a new consultant role.

  • Comprehensive and formal training schedule, both in a classroom setting and in a branch, to cultivate the skills necessary for establishing meaningful client relationships.
  • Organized study sessions aimed at obtaining your Series 7 & Series 66 licenses.

Whether you are new to the field or returning to a career in financial services, you will benefit from:

  • Tailored coaching and development for a career in financial planning.
  • Consistent and predictable compensation throughout the program.

Starting anew or reestablishing your career - let us assist you.

Your strong focus, motivation, and desire to positively influence your community are key attributes as you learn to provide suitable investment solutions to existing clients and assist in acquiring new customers.

The Experience We Seek

  • A minimum of 5 years of successful sales experience in another industry.
  • Adeptness in presenting complex solutions or products to a discerning client base.
  • A degree and/or other professional certifications are highly preferred but not mandatory.

The Skills You Bring

  • A passion for learning about investment products to help customers make informed decisions that enable them to plan for a secure financial future.
  • Comfort in a dynamic sales environment.
  • Commitment to delivering an exceptional customer experience, with a passion for seeing your community thrive.
  • Motivated by results, you take initiative and surpass expectations.

The Value You Provide

  • Supporting our clients by offering comprehensive investment solutions and retirement plans tailored to their current and future needs.
  • Effectively engaging clients through personal interactions, showcasing your interpersonal communication and relationship-building skills.
  • Continuing to make a positive impact on your community while refining your professional skills and experience.

How Your Role Impacts the Organization

In our Investor Center, you will learn to provide guidance and personalized financial planning to customers in a face-to-face environment, helping to extend the reach of Fidelity's brand. At Fidelity, you will have the support of a diverse team of professionals and full access to some of the best resources and tools in the industry. You will be making a difference while advancing your career in an exciting new direction.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held organization with a mission to enhance the financial well-being of our clients. We assist individuals in investing and planning for their future. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to help manage their clients' funds.

Join Us

At Fidelity, you will discover countless opportunities to build a meaningful career that positively impacts the lives of others, including your own. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive both at work and at home. Recognized with a Glassdoor Employees' Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. And you don't need a finance background to succeed at Fidelity—we provide a variety of learning opportunities to help you build the career you've always envisioned.

Fidelity's working model combines the best of remote work with maximizing in-person collaboration to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period.

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include a review of criminal, civil litigations, regulatory history, employment, education, and credit (role dependent). These investigations will cover 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity may also conduct a pre-employment drug screen.

We invite you to Find Your Fidelity.

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

Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.