Client-Facing Financial Consultant & Planning Expert

Fidelity Investments; Winter Park (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Financial Consultant to engage face-to-face with clients in our Investor Center, offering mentorship and personalized planning while expanding the firm's reach. You will work with an existing client base, supported by an open architecture platform and top resources in the financial industry, fostering long-term relationships and client success.

This role emphasizes relationship building, regulatory licensure, and delivering an outstanding customer experience through

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Tuition Reimbursement program can help you acquire CFP or degree
• Extensive knowledge of investment solutions

Responsibilities

• Engage face-to-face with clients to mentor and plan personalized financial strategies
• Expand the firm's brand and nurture relationships with an existing client base
• Utilize open architecture product platform and top resources in the financial industry
• Deliver outstanding customer experience and long-term client success

Skills

Relationship building

Needs assessment

Solution selling

Client communication

Investment knowledge

Motivated by results

Team collaboration

Proactive problem solving

Mentorship

Industry regulations

Education

CFP or related degree preferred

Bachelor's degree or equivalent experience

Tools

FINRA Series 7

FINRA Series 66

State registrations

Job description

Fidelity Investments seeks a Financial Consultant to engage face-to-face with clients in our Investor Center, offering mentorship and personalized planning while expanding the firm's reach. You will work with an existing client base, supported by an open architecture platform and top resources in the financial industry, fostering long-term relationships and client success.

This role emphasizes relationship building, regulatory licensure, and delivering an outstanding customer experience through