Financial Consultant - Bethesda, MD

Fidelity Investments•Bethesda, MD

20h•Onsite

About The Position

Fidelity is seeking a Financial Consultant to join their Investor Center team in Bethesda, MD. This role is ideal for professionals who prefer to focus on deepening client relationships and creating complex financial plans rather than sourcing new clients. Fidelity offers a stable business model with an existing client base and institutional business feeders. The company emphasizes professional growth, flexibility, and support for long-term success. In this position, you will engage face-to-face with customers, providing guidance and personalized planning, and helping to extend the firm's brand. Fidelity supports its consultants with an open architecture product platform and top financial industry resources to 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 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, taking initiative and exceeding customer expectations
Extensive knowledge of investment solutions

Nice To Haves

Degree and/or other professional certifications (e.g., CFP)

Responsibilities

Deepen relationships and create complex financial plans for clients
Engage face-to-face with customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Deliver an outstanding customer experience with a passion for seeing others thrive
Take initiative and exceed customer expectations by finding solutions
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet client needs now and for their future
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Make a positive impact in the community