Financial Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will work in an Investor Center engaging face-to-face with clients, providing mentorship and personalized planning while expanding the reach of the firm's brand. You will nurture relationships with an existing client base, introduce clients to different investment strategies and bring together additional client assets using an open architecture product platform.
Requirements
- Proven success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 66 licensed with state registrations, or ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base
- Extensive knowledge of investment solutions
- Commitment to outstanding customer experience
Responsibilities
- Engage face-to-face with clients in the Investor Center
- Provide mentorship and personalized planning
- Nurture relationships with an existing client base
- Introduce clients to investment strategies and consolidate additional assets
- Present complex solutions to clients
Benefits
- Competitive total rewards package including stable base salary
- Tuition reimbursement
- In-branch, regional, national and virtual training