Financial Career Builder
5 days ago
Job Overview:
Fidelity Investments is a leading financial services company that empowers professionals to build successful careers and strengthen the financial well-being of their clients. As a Financial Consultant, you will play a vital role in delivering exceptional customer experiences and driving business growth.
About the Role:
You will be responsible for engaging face-to-face with customers, providing personalized guidance, and helping extend the reach of our brand. We support your success with an open architecture product platform, top resources in the industry, and opportunities for professional growth and development.
Key Responsibilities:
- Building relationships, uncovering needs, and recommending solutions
- Providing comprehensive investment solutions and retirement plans to meet client needs
- Mentoring and supporting clients as they work towards their retirement goals
- Effectively engaging clients through personal interactions and reflecting strong interpersonal communication and relationship building skills
Requirements and Qualifications:
- Previous success in building relationships and providing personalized solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- 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
Benefits and Compensation:
We offer a competitive total rewards package, including a stable base salary of approximately $70,000 per year, plus benefits and opportunities for professional growth and development. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to thrive at work and at home.
What We Offer:
- A stable industry leader with a proven track record of success
- A comprehensive training program to support your professional growth and development
- A supportive team environment that fosters collaboration and innovation
- The opportunity to make a positive impact in the lives of our clients
Certifications:
- Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Join Fidelity TalentSource LLC:
We invite you to find out more about this exciting opportunity and how you can contribute to our mission to strengthen the financial well-being of our clients. Apply today and take the first step towards a rewarding career with Fidelity TalentSource LLC.
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