Financial Consultant

7 days ago


newport beach, United States Fidelity TalentSource LLC Full time
About the Role

This is a unique opportunity to build long-lasting relationships with clients and help them achieve their financial goals. As a Financial Consultant, you will be responsible for providing personalized financial planning and guidance to individuals, helping them make informed investment decisions and create comprehensive retirement plans.

Key Responsibilities
  • Client Relationships: Develop and maintain strong relationships with existing clients, understanding their financial needs and providing tailored solutions.
  • Investment Planning: Help clients create personalized investment plans that meet their financial objectives, using Fidelity's open architecture product platform.
  • Customer Engagement: Engage face-to-face with customers, offering guidance and support while helping extend the reach of the firm's brand.
Requirements
  1. Licenses and Certifications: FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  2. Skills and Qualifications: Previous success in building relationships, uncovering needs, and recommending solutions; keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
  3. Education and Certifications: Degree and/or other professional certifications are helpful; if you do not already have a CFP, our Tuition Reimbursement program can help you obtain one.
About Us

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.

Compensation and Benefits

The estimated salary for this position is $62,500 per year, plus bonus potential based on performance. We also offer a competitive total rewards package, including health insurance, retirement savings options, paid time off, and opportunities for career growth and development.



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