Financial Consultant - Warrington, PA
About The Position
Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We empower professional growth, flexibility, and support, enabling long-term success for both our associates and clients. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. We provide full support with an open architecture product platform and top resources in the financial industry, allowing you to nurture relationships with an existing client base.
Requirements
- 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.
- Extensive knowledge of investment solutions.
- Integrity, insights, interpersonal skills, and meticulous planning.
- Steadfast commitment to clients.
- Series 07 - FINRA
- Series 66 - FINRA
Nice To Haves
- Degree and/or other professional certifications are helpful.
- Tuition Reimbursement program available for CFP or degree attainment.
- Being coachable, collaborative, and curious.
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
- Motivated by results and finding solutions, taking initiative and exceeding customer expectations.
Responsibilities
- Engage face-to-face with customers in an Investor Center, offering guidance and personalized planning.
- Nurture relationships with an existing client base.
- Introduce clients to different investment strategies.
- Bring together additional client assets.
- Engage in positive, client-centered discussions.
- Mentor and support customers in reaching their retirement goals.
- Provide comprehensive investment solutions and retirement plans to meet clients' needs.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Tuition Reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
