Financial Consultant - Greenwich, CT
Fidelity Investments•Greenwich, CT
•Onsite
About The Position
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you 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.
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
- 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, you take initiative and exceed customer expectations.
- 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, offering guidance and personalized planning.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Introduce clients to different investment strategies.
- Bring together additional client assets.
- Engage in positive, client-centered discussions.
- Support clients in reaching their retirement goals.
- Provide comprehensive investment solutions and retirement plans.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
- Make a positive impact in the community.
Benefits
- Stable base salary
- Competitive total rewards package
- 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
