Financial Consultant - Sarasota, FL

Fidelity Investments • Sarasota, FL

1d

About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role uses Fidelity’s existing client base, institutional feeders of business, open-architecture product platform, and financial-industry resources to nurture client relationships and support long-term success for clients and the consultant.

Fidelity supports professional growth through training in-branch, regionally, nationally, and virtually. The company describes its total rewards package as including a stable base salary and benefits designed to support associates and their families. Fidelity is transitioning to a full-time onsite working model through a phased rollout; current onsite expectations vary by role and location and may evolve.

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 clients to different investment strategies and bring together additional client assets through client-centered discussions.
• Must be coachable, collaborative, and curious.
• Commitment to delivering an outstanding customer experience and a passion for seeing others thrive.
• Motivation to achieve results and find solutions, take initiative, and exceed customer expectations.
• Extensive knowledge of investment solutions.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP certification or degree; Fidelity’s tuition reimbursement program can 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 solutions.
• Present complex financial solutions while building rapport and credibility.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience.

Benefits

• Stable base salary as part of a competitive total rewards package.
• Benefits designed to help associates and their families strike the right balance.
• Tuition reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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