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 to provide personalized planning and mentorship. You will build relationships, uncover needs, recommend investment solutions, introduce investment strategies, consolidate client assets, and deliver a client-centered experience.
Requirements
- FINRA Series 7 and 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
- Insurance license
- Ability to build relationships, uncover needs, and recommend solutions
- Ability to present complex solutions and build credibility
- Knowledge of investment solutions
Responsibilities
- Engage clients face-to-face in an Investor Center
- Provide personalized planning and mentorship
- Build relationships with an existing client base
- Uncover client needs and recommend solutions
- Present complex solutions to clients
- Introduce clients to investment strategies
- Bring together additional client assets
- Deliver a client-centered customer experience
Benefits
- Health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement