Financial Consultant - Newport Beach, CA
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About The Position
As a Financial Consultant at Fidelity, you will play a pivotal role in engaging with clients face-to-face in our Investor Center. Your primary responsibility will be to offer personalized financial guidance and planning, helping clients navigate their investment strategies and retirement goals. This position allows you to focus on deepening relationships with an existing client base rather than sourcing new clients, thanks to Fidelity's robust business model that includes institutional feeders of business. You will have access to an open architecture product platform and top-tier resources in the financial industry, enabling you to provide comprehensive investment solutions tailored to each client's needs. In this role, you will be expected to utilize your expertise in building relationships and uncovering client needs to recommend appropriate financial solutions. Your ability to present complex investment strategies to a knowledgeable clientele will be crucial in establishing rapport and credibility. Fidelity supports your professional growth through extensive training programs, ensuring you are well-equipped to succeed in your role. The company also offers a competitive total rewards package, including a stable base salary and various benefits designed to help you and your family achieve a healthy work-life balance. Your commitment to delivering an outstanding customer experience will be essential as you mentor clients in reaching their retirement goals. You will engage clients through personal interactions, reflecting your strong interpersonal communication skills and dedication to making a positive impact in the community. This position not only allows you to thrive professionally but also empowers you to contribute meaningfully to the financial well-being of your clients.
