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, provide personalized planning and mentorship, and nurture relationships with an existing client base. You will uncover client needs, recommend investment solutions and strategies, introduce additional services, and deliver an outstanding client experience.
Requirements
- Demonstrated success building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 and Series 66 licenses, or ability to acquire Series 66 upon hire
- Insurance license
- Ability to present complex solutions and build client rapport and credibility
- Extensive knowledge of investment solutions
Responsibilities
- Engage clients face-to-face and provide personalized planning and mentorship
- Build and nurture relationships with an existing client base
- Uncover client needs and recommend investment solutions
- Introduce clients to investment strategies and additional client assets
- Deliver an outstanding customer experience
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources
- Fully paid parental leave
- On-site health and wellness centers