Financial Consultant - San Diego, CA

Fidelity • San Diego, CA

2d

About The Position

The Financial Consultant works in Fidelity’s Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role involves nurturing relationships with an existing client base, identifying client needs, recommending solutions, and thoughtfully introducing investment strategies and opportunities to consolidate additional client assets. Consultants are supported by an open-architecture product platform, institutional sources of business, and training delivered in-branch, regionally, nationally, and virtually.

Fidelity describes its working model as transitioning to full-time onsite work through a phased regional and role-based rollout; onsite expectations currently vary and may evolve. The position offers a base salary of $60,000–$75,000 per year, with placement depending on responsibilities, geographic location, relevant experience, and other factors. Depending on eligibility, compensation may also include a bonus or other variable pay. Fidelity states that it will not provide immigration sponsorship for this position.

Requirements

• Proven success building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses, or the ability to acquire Series 66 upon hire.
• An insurance license is required.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce investment strategies and discuss additional client assets in a client-centered manner.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience and motivated to help others thrive.
• Results-oriented, takes initiative, and finds solutions while exceeding customer expectations.
• Coachable, collaborative, and curious.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity’s tuition reimbursement program can help eligible associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide mentorship and personalized financial planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend solutions.
• Introduce clients to different investment strategies and help bring together additional client assets through positive, client-centered discussions.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience and exceed customer expectations.

Benefits

• Stable base salary and competitive total rewards package.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed