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Financial Planning Consultant
2 weeks ago
Are you ready to focus on nurturing relationships and developing intricate financial plans instead of constantly seeking new clients? Join our team at Fidelity, an industry leader with an innovative business model that provides you with a robust existing client base and excellent institutional business sources.
In this role at our Investor Center, you will work face-to-face with clients, offering tailored guidance and planning while enhancing the outreach of our firm's brand. You will have access to a wide array of financial products and top-tier resources to assist in relationship management with established clients.
What We Are Looking For:
- Proven success in building relationships, identifying client needs, and providing suitable solutions.
- FINRA Series 7 & 63 licensed, with Series 65 or 66 licenses, or the ability to acquire them upon hire.
- Strong capability to present complex financial solutions to knowledgeable clients, establishing trust and credibility.
- A degree or professional certifications are preferred; we offer a Tuition Reimbursement program to help you obtain a CFP or degree if you do not already have one.
Your Skills:
- Expertise in introducing clients to various investment strategies while fostering positive, client-centric discussions.
- A coachable, collaborative, and curious mindset.
- A dedication to delivering exceptional customer experiences, with a commitment to client success.
- A proactive approach to finding solutions and exceeding customer expectations.
- Extensive knowledge of investment solutions.
Our Commitment to You:
At Fidelity, we value our people. We offer a competitive total rewards package, including a stable base salary, to appreciate your achievements. Our benefits are tailored to help you and your family maintain a healthy work-life balance. With our comprehensive training programs—available in-branch, regionally, nationally, and virtually—you will receive support in every aspect of your career. Your success will not be limited by a lack of training
The Impact You Will Make:
- Your integrity, insights, and planning skills will empower you to guide clients toward their retirement goals.
- Provide clients with thorough investment solutions and retirement plans tailored to their current and future needs.
- Engage clients through impactful personal interactions, showcasing your relationship-building abilities.
- Demonstrate unwavering commitment to your clients while positively influencing the community.
The base salary for this position ranges from $60,000 to $75,000 per year, which may vary based on role responsibilities, geographic location, candidate experience, and other factors.
This base salary is just a part of the total compensation package, which may include bonuses and other variable components based on eligibility and position.
We offer extensive benefits to cater to your evolving needs and support your lifestyle, including comprehensive healthcare, emotional well-being programs, competitive retirement plans, generous paid time off, parental leave, matching programs for charitable donations, and educational assistance options like tuition reimbursement and student loan repayment. Please note that the application period will close once the position is filled or unlisted.
Most roles at Fidelity are hybrid, requiring associates to work on-site every other week (Monday to Friday). This does not apply to roles designated as remote or fully on-site.
Fidelity's operations are subject to various financial regulations and laws, which may prevent us from hiring individuals with certain criminal histories.
