Financial Consultant - Summerlin, NV

Fidelity Investments Inc.; North Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Tuition reimbursement program

In-branch/onsite training

Job summary

Fidelity Investments is seeking a client-facing professional to mentor clients in our Investor Center and deliver personalized financial planning. You will leverage an open architecture platform and an established client base to grow assets and deepen relationships.

Ideal candidates bring FINRA licenses (Series 7/66) or willingness to obtain them, plus a degree or equivalent experience. Training, compensation, and a path to long-term client success are provided.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• Degree or equivalent experience; CFP or degree helpful; tuition reimbursement program available
• Ability to present complex investment solutions to a knowledgeable client base and build trust
• Strong client relationship skills and a proactive, client-centered approach
• Commitment to exceptional customer experience and long-term client success

Responsibilities

• Engage face-to-face with clients in the Investor Center.
• Provide mentorship and personalized financial planning.
• Present investment solutions and expand client assets.
• Build relationships to expand the firm’s brand and reach.

Skills

Relationship building

Needs assessment

Client communication

Mentorship

Industry knowledge

Motivation & initiative

Customer experience

Education

Bachelor’s degree or equivalent

CFP certification (helpful)

Tools

FINRA Series 7

FINRA Series 66

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:

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.