Financial Consultant - Ft. Lauderdale, FL

Fidelity Investments • Fort Lauderdale, FL

4d • Onsite

About The Position

The Financial Consultant works in a Fidelity Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role draws on an existing client base and institutional sources of business, supported by an open-architecture product platform and financial-industry resources. The consultant builds and nurtures client relationships and helps clients consider investment strategies and solutions.

Fidelity supports professional growth through training delivered in-branch, regionally, nationally, and virtually. The company describes its total rewards package as including a stable base salary and benefits intended to support associates and their families. The role is subject to applicable securities, investment, retirement, and self-regulatory laws and rules, which may restrict hiring based on certain criminal histories. Fidelity 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 and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to knowledgeable clients 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 outstanding customer experience and helping others thrive.
• Results motivation, initiative, and ability to exceed customer expectations.
• Extensive knowledge of investment solutions.
• Degree or equivalent experience and/or other professional certifications are helpful.

Nice To Haves

• Certified Financial Planner (CFP) certification or a degree; Fidelity’s Tuition Reimbursement program may help associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide clients with mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend appropriate solutions.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• 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 find solutions that exceed customer expectations.

Benefits

• Competitive total rewards package including a stable base salary.
• Benefit programs designed to help associates and their families strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help acquire a CFP or degree.

What This Job Offers

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