Financial Consultant - Wall Street, NY
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 an unmatched business model with an existing client base and institutional feeders. We empower professional growth, flexibility, and support to ensure long-term success for both associates and clients. Working in our Investor Center, you will engage face-to-face with customers, providing guidance and personalized planning, while extending the firm's brand reach. You will be supported by an open architecture product platform and top financial industry resources as you nurture relationships with an existing client base.
Requirements
- Previous success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Extensive knowledge of investment solutions.
Nice To Haves
- 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.
Responsibilities
- Engage face-to-face with customers in an Investor Center.
- Offer guidance and personalized financial planning.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Thoughtfully introduce clients to different investment strategies.
- Bring together additional client assets through 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.
- Make a positive impact in the community.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources.
- Training in-branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
