Financial Consultant - Albuquerque, NM

Soteria Reinsurance Ltd.; Albuquerque (NM); Híbrido; USD 70 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Tuition reimbursement

In-branch and regional training

Competitive total rewards package

Resumo da oferta

Fidelity Investments is seeking a client-focused professional to mentor clients and provide personalized financial planning in our Investor Center. You will leverage an existing client base and institutional feeders, expanding the brand's reach through trusted relationships and tailored investment solutions.

A strong track record in relationship management, Series 7/66 licensing (or ability to obtain upon hire), and CFP or related certification are advantageous.

Qualificações

• Must hold FINRA Series 7 and 66 licenses or be able to acquire Series 66 upon hire.
• Proven success in building relationships, uncovering needs and recommending solutions.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or related certification is helpful.
• Coachable, collaborative and client-focused approach.
• Commitment to delivering outstanding customer experiences and growing assets.

Responsabilidades

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand the firm's reach by nurturing relationships with an existing client base.
• Present investment strategies and coordinate with clients to grow assets.
• Deliver an outstanding customer experience and drive results.
• Collaborate with team to ensure high-quality guidance and service.

Conhecimentos

Relationship building

Series 7 & 66 licensed

Presenting complex solutions

CFP or degree helpful

Coachable & collaborative

Customer-focused mindset

Investment solutions knowledge

Formação académica

Bachelor's degree or equivalent

CFP certification helpful

Descrição da oferta de emprego

## Job Description:Note: Fidelity will not provide immigration sponsorship for this position.## **The Role**Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.## **The Expertise and Skills You Bring*** 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* Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one* Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Coachable, collaborative, and curious are key attributes* Committed to delivering an outstanding customer experience with a passion for seeing others thrive* Motivated by results and finding solutions, takes initiative and exceeds customer expectations* Extensive knowledge of investment solutions## ## **The Team**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.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!Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA## ## Category:## Sales