Financial Planning Consultant

Are you ready to focus on deepening client relationships and crafting intricate financial plans instead of constantly seeking new clients? Join a premier team at Fidelity, a leading organization in the financial services sector. We offer a unique business model with an established client base and numerous institutional referrals that set us apart in the industry. At Fidelity, we prioritize your professional development, flexibility, and support, which contribute to the long-term success of both you and our clients.

The Purpose of Your Role:

As part of our Investor Center team, you will interact directly with customers, offering tailored guidance and financial planning services while enhancing the firm's brand presence. We equip you with an open architecture product platform and the industry's top resources, allowing you to build lasting relationships with an existing client base.

The Expertise We're Looking For:

• Demonstrated success in building relationships and identifying client needs to offer suitable solutions.
• Required to have FINRA Series 7 & 63 licenses; Series 65 or 66 licenses are needed or must be obtained upon hire.
• Strong ability to present complex financial solutions in a relatable manner to a knowledgeable clientele.
• A degree and/or professional certifications are advantageous; if not yet obtained, our Tuition Reimbursement program can assist you in achieving these credentials.

The Skills You Bring:

• Proficient in introducing clients to diverse investment strategies while fostering engaging, client-focused discussions.
• Exemplify qualities such as being coachable, collaborative, and naturally curious.
• Dedicated to delivering exceptional customer experiences and inspiring others to succeed.
• Driven to achieve results, you proactively seek solutions and go beyond client expectations.
• Comprehensive understanding of investment solutions.

Our Investments in You:

At Fidelity, our employees are our greatest asset. We believe in a holistic approach to life. Our competitive total rewards package includes a stable base salary to recognize your contributions, as well as benefit programs designed to support you and your family in achieving work-life balance. We provide extensive training opportunities, both in-branch and through virtual platforms, to empower you in every aspect of your business. We ensure you have all the support needed to succeed.

The Value You Deliver:

• Your integrity, insights, interpersonal skills, and detailed planning enable you to guide clients toward their retirement goals.
• By providing comprehensive investment solutions and retirement strategies, you meet our clients' needs both today and in the future.
• Engage clients through personal interactions that showcase your excellent communication and relationship-building skills.
• Maintain a strong commitment to your clients while making a positive difference in your community.

The base salary range for this position is $60,000 - $75,000 per year, depending on responsibilities, geographic location, and relevant experience.

Base salary is just one component of the total compensation package. Depending on the role and eligibility requirements, bonus or additional variable compensation may also be included.

Benefits: Our comprehensive benefits package adapts to your evolving needs and supports you in living your best life at work and home, including health care coverage, emotional well-being support, retirement plans, generous paid time off, parental leave, charitable giving employee match programs, and educational assistance programs such as student loan repayment and tuition reimbursement.

Please note the application window will close once the position is filled or unposted.

Most roles at Fidelity follow a hybrid model, requiring associates to be onsite every other week (Monday to Friday). This policy does not apply to fully remote or onsite roles.

Fidelity's business is governed by securities laws and regulations that may restrict us from hiring individuals with specific criminal histories.