Financial Consultant - Virginia Beach, VA

Fidelity Investments•Virginia Beach, VA

3d•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. 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.

Nice To Haves

Degree and/or other professional certifications are helpful.
CFP or degree (Tuition Reimbursement program available if not already obtained).

Responsibilities

Engage face-to-face with customers, offering guidance and personalized 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 as they look to reach their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet client needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
Make a positive impact in the community.