Financial Consultant - Winter Park, FL
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 a unique business model with an existing client base and unmatched institutional feeders. We support professional growth, flexibility, and long-term success for both our associates and clients. Working in our Investor Center, you will engage face-to-face with customers, providing guidance and personalized planning, while extending the firm's brand. We provide full support with an open architecture product platform and top financial industry resources, enabling you 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.
- Extensive knowledge of investment solutions.
Nice To Haves
- Degree and/or other professional certifications are helpful.
- Certified Financial Planner ® / CFP-®
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
Responsibilities
- Engage face-to-face with customers in the Investor Center, offering guidance and personalized planning.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Thoughtfully introduce clients to different investment strategies.
- Bring together additional client assets while engaging in positive, client-centered discussions.
- Mentor and support customers in reaching their retirement goals.
- Provide comprehensive investment solutions and retirement plans to meet clients' needs.
- 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
