Financial Consultant - Ft. Myers, FL

Fidelity Investments; Napoli; In loco; USD 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a Financial Consultant to join their innovative team. This role offers the unique opportunity to engage directly with clients, providing personalized financial guidance and planning. With a strong emphasis on relationship building, you will leverage an existing client base while utilizing top-tier resources and training to ensure your success. The hybrid working model allows for flexibility, combining the benefits of both onsite and remote work. If you are passionate about helping others thrive and are motivated by results, this position is perfect for you to make a meaningful impact in the financial sector.

Servizi

Tuition Reimbursement

Comprehensive Training Programs

Competitive Salary

Flexible Working Hours

Competenze

• Ability to build relationships and recommend investment solutions.
• FINRA licensed with Series 7 & 63; Series 65 or 66 preferred.

Mansioni

• Engage with clients to provide personalized financial planning.
• Support clients in achieving retirement goals through investment solutions.

Conoscenze

Relationship Building

Investment Strategies

Customer Experience

Interpersonal Skills

Motivation and Initiative

Formazione

Degree in Finance or related field

CFP Certification

Strumenti

FINRA Series 7

FINRA Series 63

FINRA Series 66

Descrizione del lavoro

Job Description: This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community

Certifications: Series 07 - FINRA, Series 66 - FINRA

Category: Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.