Financial Consultant - Alexandria, VA
About The Position
Working in Fidelity’s Investor Center in Alexandria, Virginia, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role is supported by an existing client base, institutional business feeders, an open-architecture product platform, and financial-industry resources. The consultant nurtures client relationships and introduces investment strategies and solutions in client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually, as well as onboarding support. The role is subject to Fidelity’s transition toward a full-time onsite working model, with expectations varying by region and role and potentially evolving during the rollout. Fidelity does not provide immigration sponsorship for this position.
Requirements
- Proven success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Ability to thoughtfully introduce investment strategies and engage clients in positive, client-centered discussions.
- Coachable, collaborative, and curious approach.
- Commitment to delivering an outstanding customer experience and helping others thrive.
- Motivation to achieve results, find solutions, take initiative, and exceed customer expectations.
- Extensive knowledge of investment solutions.
- Degree or equivalent experience and/or other professional certifications are helpful; a degree or CFP is not stated as a mandatory requirement.
Nice To Haves
- A degree or equivalent experience and/or other professional certifications.
- Certified Financial Planner (CFP) certification.
Responsibilities
- Engage face-to-face with clients at an Investor Center.
- Provide mentorship and personalized planning.
- Build and nurture relationships with an existing client base.
- Uncover client needs and recommend solutions.
- Thoughtfully introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
- Help expand the reach of Fidelity’s brand.
- Deliver an outstanding customer experience and work to exceed customer expectations.
Benefits
- Stable base salary.
- Potential bonus or other variable compensation, depending on position and eligibility requirements.
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment assistance.
- Tuition reimbursement.
- Learning resources and training to develop your career.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
