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Financial Consultant

2 months ago

Dublin, California, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients
  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement customized investment strategies to meet clients' objectives
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date on industry trends and developments to provide clients with the latest information and insights
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 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
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A supportive and collaborative work environment that empowers professional growth and flexibility
  • A comprehensive benefits package, including health care coverage, retirement plans, and paid time off
About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

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.