Financial Consultant, National Investor Center
6 hours ago
We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.
Key Responsibilities:
* Develop and maintain strong relationships with clients to understand their financial needs and goals
* Provide personalized investment advice and guidance to clients to help them achieve their financial objectives
* Conduct thorough financial analyses to identify areas for improvement and develop tailored investment strategies
* Collaborate with internal teams to ensure seamless delivery of services to clients
Requirements:
* FINRA Series 7 & 63 required prior to hire
* Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
* Five years financial services experience, with 3-5 years of sales experience
* A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
What We Offer:
* Competitive base salary and bonus structure
* Comprehensive benefits package, including health, dental, and vision insurance
* Generous paid time off and parental leave
* Charitable giving employee match program
* Educational assistance, including student loan repayment and tuition reimbursement
About Fidelity:
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 Join Fidelity:
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. 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. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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