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 needs, recommend investment solutions and strategies, build rapport and credibility, introduce clients to additional resources, and deliver an outstanding customer experience.
Requirements
- Proven relationship-building success
- Needs assessment
- Solution recommendation
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- Appropriate state registrations
- Ability to present complex solutions
- Investment solutions knowledge
Responsibilities
- Engage with clients face to face
- Provide personalized planning and mentorship
- Nurture relationships with an existing client base
- Uncover client needs and recommend solutions
- Present investment solutions
- Introduce clients to investment strategies
- Bring together additional client assets
- Deliver an outstanding customer experience
Benefits
- Training and onboarding support
- 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