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Investment Consultant

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 solution for you. Whether you are transitioning from a different sector or returning to full-time employment, Fidelity values the insights gained from your life experiences and the distinct skills you possess. We aim to collaborate with you in a program that allows you to utilize your life experiences to forge personal connections with clients and guide them towards financial stability.

Have you always been intrigued by investment solutions? Do you recognize the significance of a solid financial strategy? We present a Financial Consultant opportunity that includes structured training with a clear trajectory towards becoming a full-time consultant at Fidelity. This program is a compensated opportunity, specifically crafted to assist you in transitioning into financial service sales. In the Financial Consultant Acceleration Program, you will receive premier 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 within a branch, to cultivate the skills necessary for building 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.
  • Generous and predictable compensation throughout the program.

Starting anew or re-entering the workforce - let us assist you.

Your keen focus, motivation, and aspiration to positively influence your community are essential qualities as you learn to provide suitable investment solutions to existing clients and aid in attracting new customers.

The Experience We Seek

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

The Skills You Offer

  • A passion for learning about investment products to assist customers in making informed decisions that empower them to plan for a secure financial future.
  • Comfort in an energetic sales environment.
  • Dedication to delivering an exceptional customer experience, with a passion for seeing your community thrive.
  • Driven by results, you take initiative and consistently exceed expectations.

The Value You Provide

  • Supporting our clients by delivering 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 Influences the Organization

In our Investor Center, you will learn to offer guidance and personalized financial planning to clients in a face-to-face environment, helping to extend the reach of Fidelity's brand. At Fidelity, you will have the backing of a diverse team of professionals and full access to some of the industry's finest resources and tools. You will be making a difference while steering 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 dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures. 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 throughout every stage of your career, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees' Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. And you do not need a finance background to succeed at Fidelity—we provide a variety of learning opportunities to help you build the career you have always envisioned.

Fidelity's working model combines the best of remote work with maximizing in-person collaboration to meet both associate and business needs. Currently, most hybrid roles require associates to work onsite for a designated week within a four-week period.

At Fidelity, we uphold values of honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain positions may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be required to undergo a background investigation, which may include a review of criminal, civil litigations, regulatory history, employment, education, and credit (role dependent). These investigations will cover a history of 7 years or more, depending on the role. Where permitted by federal or state law, Fidelity may also conduct a pre-employment drug screening.

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.