Financial Consultant - West Hartford, CT

Fidelity Investments Inc.; West Hartford (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Training in-branch and regionally

Support for professional growth

Job summary

Fidelity Investments in West Hartford, CT, seeks a Financial Consultant to engage clients face-to-face, provide guidance and tailored financial planning, and grow an existing client base. You will work within an open-architecture platform with strong resources to support client needs and professional growth.

The role emphasizes relationship building, presenting complex investment solutions, and delivering an exceptional client experience while adhering to regulatory requirements.

Qualifications

• Experience building relationships, uncovering client needs and recommending solutions.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• CFP or degree is helpful; tuition reimbursement may assist obtaining one.

Responsibilities

• Engage face‑to‑face with customers, offering guidance and personalized planning.
• Extend the firm’s brand through relationship growth with an existing client base.
• Present complex solutions to knowledgeable clients while building rapport.

Skills

Relationship building

Needs assessment

Complex financial planning

Client-centric communication

Education

Degree or CFP

Tools

FINRA Series 7/66

Job description

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long‑term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face‑to‑face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm’s brand. 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.

The Expertise We’re Looking For

• Previous 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
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client‑centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community

Our Investments in You

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.
• And 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!

Note: Fidelity is not providing immigration sponsorship for this position

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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

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.