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 meet clients in the Investor Center to provide personalized planning and mentorship. You will build relationships with an existing client base, uncover needs, recommend investment solutions, present complex strategies, introduce clients to investment approaches, and deliver an outstanding customer experience.
Requirements
- Success building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 and 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Ability to present complex solutions and build rapport with clients
- Knowledge of investment solutions
- Ability to introduce investment strategies
- Client-centered communication
- Problem-solving skills
Responsibilities
- Engage clients face-to-face in the Investor Center
- Provide personalized planning and mentorship
- Build and nurture relationships with an existing client base
- Uncover client needs and recommend solutions
- Present complex solutions and investment strategies
- Introduce clients to investment strategies
- Bring together additional client assets
- Deliver an outstanding customer experience
Benefits
- Fully paid parental leave
- On-site health and wellness centers
- Training in branch, regional, national, and virtual settings