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 face-to-face in an Investor Center, provide personalized planning and mentorship, build relationships, uncover needs, and recommend investment solutions. You will introduce investment strategies, deepen client relationships, and help clients bring together additional assets.
Requirements
- Success building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 and 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
- Ability to present complex solutions
- Knowledge of investment solutions
- Customer experience and relationship management skills
Responsibilities
- Engage clients face-to-face and provide personalized planning
- Build client relationships and uncover client needs
- Recommend investment solutions
- Present complex solutions and build client rapport
- Introduce clients to investment strategies
- Deepen relationships and bring together additional client assets
Benefits
- Fully paid parental leave
- On-site health and wellness centers