Financial Consultant

22 hours ago

Henderson, NV, United States Fidelity Investments Full time
Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 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
The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community


Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

  • Financial Consultant

    2 weeks ago

    Henderson, NV, United States Edward Jones Full time

    Job Overview If you're considering a fresh direction in your career, becoming a financial consultant could be your ideal path. Financial consultants partner with clients to help them attain their long-term financial aspirations, including retirement planning, wealth accumulation, estate strategies, and funding education. By joining Edward Jones, you'll have...

  • VP; Financial Consultant

    2 weeks ago

    Henderson, NV, United States Charles Schwab Full time

    Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab () At Schwab, you're empowered to make an impact on your career. Here, innovative...

  • Automotive Sales Consultant

    6 days ago

    Henderson, NV, United States Findlay Toyota Henderson Full time

    Findlay is one of the largest & fastest growing automotive groups in Southwest U.S. We're seeking top sales talent to help grow our business and keep up with the high demand. Our organization enjoys meeting new challenges every day. We are dedicated to addressing the wants, needs and requirements of today’s consumer. We pride ourselves on our commitment...

  • Automotive Sales Consultant

    18 hours ago

    Henderson, NV, United States Findlay Toyota Henderson Full time

    Findlay is one of the largest & fastest growing automotive groups in Southwest U.S. We're seeking top sales talent to help grow our business and keep up with the high demand. Our organization enjoys meeting new challenges every day. We are dedicated to addressing the wants, needs and requirements of today’s consumer. We pride ourselves on our commitment...

  • Automotive Sales Consultant

    2 weeks ago

    Henderson, NV, United States Findlay Toyota Henderson Full time

    Findlay is one of the largest & fastest growing automotive groups in Southwest U.S. We're seeking top sales talent to help grow our business and keep up with the high demand. Our organization enjoys meeting new challenges every day. We are dedicated to addressing the wants, needs and requirements of today’s consumer. We pride ourselves on our commitment...

  • In Home Solar Consultant

    6 days ago

    Henderson, NV, United States Momentum Solar Full time

    In Home Solar Consultant - Henderson, NV Department:SALES Location:Henderson, NV HELP!!! Wanted... Have you just made your 217th cold call of the day only to get hung up on 188 times and listen to 29 fax lines blast in your eardrum? Or perhaps have you just hit the send button for your 3rd round of your drip marketing campaign emails and are watching them...

  • In Home Solar Consultant

    2 weeks ago

    Henderson, NV, United States Momentum Solar Full time

    In Home Solar Consultant - Henderson, NV Department:SALES Location:Henderson, NV HELP!!! Wanted... Have you just made your 217th cold call of the day only to get hung up on 188 times and listen to 29 fax lines blast in your eardrum? Or perhaps have you just hit the send button for your 3rd round of your drip marketing campaign emails and are watching them...

  • Financial Planning Analyst

    4 days ago

    Henderson, NV, United States Stimulus Technologies Full time

    Financial Planning Analyst - Forecasting, Project Analysis, and Investment Planning Location: Henderson, NV - Hybrid Position Employment Type: Full-time About Stimulus Technologies Stimulus Technologies delivers broadband, managed IT services, and VoIP to SMBs and communities across NV, CA, MO, OR, NM and beyond. We're growing fast, expanding fiber...

  • Financial Planning Analyst

    1 week ago

    Henderson, NV, United States Stimulus Technologies Full time

    Financial Planning Analyst - Forecasting, Project Analysis, and Investment Planning Location: Henderson, NV - Hybrid Position Employment Type: Full-time About Stimulus Technologies Stimulus Technologies delivers broadband, managed IT services, and VoIP to SMBs and communities across NV, CA, MO, OR, NM and beyond. We're growing fast, expanding fiber...

  • Financial Planning Analyst

    2 weeks ago

    Henderson, NV, United States Stimulus Technologies Full time

    Financial Planning Analyst - Forecasting, Project Analysis, and Investment Planning Location: Henderson, NV - Hybrid Position Employment Type: Full-time About Stimulus Technologies Stimulus Technologies delivers broadband, managed IT services, and VoIP to SMBs and communities across NV, CA, MO, OR, NM and beyond. We're growing fast, expanding fiber...