Financial Consultant - Dayton, OH

Fidelity Investments Inc.; Beavercreek (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-facing role in our Investor Center. You will mentor clients and provide personalized planning while expanding the reach of Fidelity's brand to an existing client base.

A strong training program and resources support professional growth and long-term success. The role focuses on delivering exceptional customer experiences, building relationships, and presenting tailored investment strategies to clients, with on-site work modeled in Fidelity’s

Qualifications

• Proven success in building client relationships and uncovering needs.
• Licensed FINRA Series 7 and 66 or ability to acquire on hire; state registrations.
• Ability to present complex investment solutions to a knowledgeable client base.
• CFP or degree is helpful; Tuition Reimbursement may assist in obtaining one.

Responsibilities

• Engage clients face-to-face, providing mentorship and personalized financial planning.
• Grow assets by presenting investment strategies to an existing client base.
• Collaborate with colleagues to deliver outstanding customer experience.

Skills

Relationship building

FINRA Series 7 & 66

Present complex solutions

CFP or degree helpful

Investment strategies

Coachable & collaborative

Customer experience

Results driven

Investment knowledge

Education

CFP certification (helpful)

Job description

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:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.