Financial Consultant - Biltmore, AZ

Fidelity•Phoenix, AZ

2d•Onsite

About The Position

Join a stable industry leader that provides a business model with an existing client base and institutional feeders of business. Fidelity empowers professional growth, flexibility, and support, enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with 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 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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.
CFP or degree (Tuition Reimbursement program available to obtain one).

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning.
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.