Financial Consultant - Garden City, NY

Fidelity Investments • Garden City, NY

8d • $60,000 - $75,000 • Onsite

About The Position

As a Financial Consultant working in Fidelity’s Investor Center, you will meet face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. You will nurture relationships with an existing client base and use Fidelity’s business model, open-architecture product platform, institutional business feeders, and financial-industry resources to support clients and build long-term success.

The role involves understanding client needs, recommending investment solutions, introducing clients to different investment strategies, and engaging in positive, client-centered discussions that may bring additional client assets to Fidelity. Fidelity provides training and onboarding in branch, regionally, nationally, and virtually.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve during the rollout. The position’s base salary range is $60,000–$75,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Eligible offers may also include bonus or other variable compensation. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 license and appropriate state registrations, or the ability to acquire Series 66 upon hire; the posting also lists Series 66 certification.
• Insurance license required.
• 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 engage in client-centered discussions.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience and motivated to help others thrive.
• Motivated by results, able to find solutions, takes initiative, and exceeds customer expectations.
• Coachable, collaborative, and curious.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity’s tuition reimbursement program may 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 appropriate solutions.
• Introduce clients to different investment strategies through positive, client-centered discussions.
• Bring together additional client assets while helping expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

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