Investments Operations Consultant
About the position
As a Financial Consultant at Fidelity, you will play a crucial role in engaging with clients face-to-face, providing personalized financial guidance and planning. This position allows you to focus on deepening relationships with an existing client base rather than sourcing new clients, thanks to Fidelity's robust business model that includes institutional feeders of business. You will be supported by an open architecture product platform and top-tier resources in the financial industry, enabling you to nurture and grow client relationships effectively. Your primary responsibility will be to offer comprehensive investment solutions and retirement plans tailored to meet the needs of your clients both now and in the future. You will leverage your integrity, insights, and interpersonal skills to mentor and support clients as they work towards their retirement goals. The role emphasizes the importance of delivering an outstanding customer experience, and you will be expected to engage clients through personal interactions that reflect your strong communication and relationship-building skills. Fidelity is committed to your professional growth, offering extensive training opportunities in-branch, regionally, nationally, and virtually. This ensures that you are well-equipped to succeed in your role and make a positive impact in the community. The company values a holistic approach to life and work, providing a competitive total rewards package that includes a stable base salary and flexible benefits designed to support you and your family throughout your career journey.
Responsibilities
? Engage face-to-face with clients to provide personalized financial guidance and planning.
,
? Support clients by offering comprehensive investment solutions and retirement plans.
,
? Build and deepen relationships with an existing client base.
,
? Present complex financial solutions to knowledgeable clients while building rapport and credibility.
,
? Deliver an outstanding customer experience and exceed client expectations.
,
? Mentor and support clients in reaching their retirement goals.
Requirements
? Previous success in building relationships and uncovering client needs.
,
? FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
,
? Ability to present complex solutions to clients while building rapport.
,
? Degree and/or professional certifications are helpful; CFP or degree can be obtained through Tuition Reimbursement program.
,
? Extensive knowledge of investment solutions.
Nice-to-haves
? Experience in financial planning or consulting roles.
,
? Professional certifications such as CFP or CFA.
Benefits
? Competitive total rewards package including a stable base salary.
,
? Tuition Reimbursement program for obtaining professional certifications.
,
? Extensive training opportunities in-branch, regionally, nationally, and virtually.
,
? Flexible benefits that support work-life balance.
Apply Now
As a Financial Consultant at Fidelity, you will play a crucial role in engaging with clients face-to-face, providing personalized financial guidance and planning. This position allows you to focus on deepening relationships with an existing client base rather than sourcing new clients, thanks to Fidelity's robust business model that includes institutional feeders of business. You will be supported by an open architecture product platform and top-tier resources in the financial industry, enabling you to nurture and grow client relationships effectively. Your primary responsibility will be to offer comprehensive investment solutions and retirement plans tailored to meet the needs of your clients both now and in the future. You will leverage your integrity, insights, and interpersonal skills to mentor and support clients as they work towards their retirement goals. The role emphasizes the importance of delivering an outstanding customer experience, and you will be expected to engage clients through personal interactions that reflect your strong communication and relationship-building skills. Fidelity is committed to your professional growth, offering extensive training opportunities in-branch, regionally, nationally, and virtually. This ensures that you are well-equipped to succeed in your role and make a positive impact in the community. The company values a holistic approach to life and work, providing a competitive total rewards package that includes a stable base salary and flexible benefits designed to support you and your family throughout your career journey.
Responsibilities
? Engage face-to-face with clients to provide personalized financial guidance and planning.
,
? Support clients by offering comprehensive investment solutions and retirement plans.
,
? Build and deepen relationships with an existing client base.
,
? Present complex financial solutions to knowledgeable clients while building rapport and credibility.
,
? Deliver an outstanding customer experience and exceed client expectations.
,
? Mentor and support clients in reaching their retirement goals.
Requirements
? Previous success in building relationships and uncovering client needs.
,
? FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
,
? Ability to present complex solutions to clients while building rapport.
,
? Degree and/or professional certifications are helpful; CFP or degree can be obtained through Tuition Reimbursement program.
,
? Extensive knowledge of investment solutions.
Nice-to-haves
? Experience in financial planning or consulting roles.
,
? Professional certifications such as CFP or CFA.
Benefits
? Competitive total rewards package including a stable base salary.
,
? Tuition Reimbursement program for obtaining professional certifications.
,
? Extensive training opportunities in-branch, regionally, nationally, and virtually.
,
? Flexible benefits that support work-life balance.
Apply Now