Financial Consultant - Cambridge, MA
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 for long-term success. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. You will be supported with an open architecture product platform and top resources in the financial industry, while nurturing 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.
- Extensive knowledge of investment solutions.
- Integrity, insights, interpersonal skills, and meticulous planning.
Nice To Haves
- Degree and/or other professional certifications are helpful.
- CFP or degree (Tuition Reimbursement program available to 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.
- Introduce clients to different investment strategies.
- Bring together additional client assets.
- Engage in positive, client-centered discussions.
- Deliver an outstanding customer experience.
- Mentor and support customers 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
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement plans.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment.
- Tuition reimbursement.
- Learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
