Financial Consultant - Paramus, NJ

Ex-MilitaryCareers.com USA; Paramus (NJ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Join a leading financial firm as a Financial Consultant, where you will engage with clients to provide personalized financial planning and investment solutions. Enjoy a hybrid work model that supports work-life balance and professional growth. Benefit from comprehensive training and a competitive rewards package.

Benefits

Tuition Reimbursement

Comprehensive Training

Stable Base Salary

Qualifications

• Proven success in building relationships and recommending solutions.
• FINRA Series 7 & 63 licenses; Series 65 or 66 licenses required.

Responsibilities

• Engage face-to-face with clients providing guidance and personalized planning.
• Provide comprehensive investment solutions tailored to client needs.

Skills

Relationship Building

Investment Strategies

Customer Experience

Communication

Coachability

Education

Degree

CFP Certification

Job description

If you no longer want to spend your time on sourcing new clients and prefer to focus on deepening relationships and creating complex financial plans, consider joining a team that is a stable industry leader. Fidelity offers a business model with an existing client base and institutional feeders of business that are unmatched in the industry. At Fidelity, we support your professional growth, flexibility, and success, ensuring long-term benefits for you and your clients.

The Purpose of Your Role

As a Financial Consultant working in our Investor Center, you will engage face-to-face with clients, providing guidance and personalized planning while helping to extend the firm's brand reach. We support you with an open architecture product platform and top industry resources, allowing you to nurture relationships with an existing client base.

The Expertise We're Looking For

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations, or the ability to acquire Series 65/66 upon hire
• Ability to present complex solutions to knowledgeable clients, building rapport and credibility
• Degree and/or professional certifications are helpful; our Tuition Reimbursement program can assist in obtaining a CFP or degree if you do not already have one

The Skills You Bring

• Ability to introduce clients to different investment strategies and consolidate client assets through positive, client-centered discussions
• Coachability, collaboration, and curiosity as key attributes
• Commitment to delivering outstanding customer experiences and helping others thrive
• Motivation by results, initiative, and exceeding customer expectations
• Extensive knowledge of investment solutions

Our Investments in You

We believe our greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefits are designed to help you and your family maintain a healthy work-life balance. We provide comprehensive training at various levels—branch, regional, national, and virtual—to ensure you are well-equipped for success.

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning enable you to mentor and support clients in reaching their retirement goals
• Providing comprehensive investment solutions and retirement plans tailored to client needs now and in the future
• Engaging clients effectively through personal interactions, demonstrating strong communication and relationship-building skills
• Maintaining a steadfast commitment to clients and making a positive community impact

Certifications

Series 07 - FINRA, Series 66 - FINRA

Work Model

Fidelity's hybrid working model combines onsite and offsite work. Onsite presence is important for our business and culture, typically requiring associates to work onsite every other week (Monday through Friday) in a Fidelity office, while also offering the flexibility of remote work where possible.