Financial Consultant - Sunnyvale, CA
About The Position
As a Financial Consultant working in a Fidelity Investor Center, you will meet with clients face-to-face to provide mentorship and personalized planning while helping expand the firm’s brand. You will build on an existing client base and institutional sources of business, nurture client relationships, and use Fidelity’s open-architecture product platform and financial-industry resources to support clients and your long-term success. The role involves introducing investment strategies, identifying client needs, recommending solutions, and bringing together additional client assets through positive, client-centered discussions.
Requirements
- Proven success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 and Series 66 licenses, or the ability to acquire Series 66 upon hire.
- 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 discuss additional client assets in a positive, client-centered manner.
- Extensive knowledge of investment solutions.
- Committed to delivering an outstanding customer experience and helping others thrive.
- Motivated by results and finding 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 candidates acquire one.
Responsibilities
- Engage face-to-face with clients in an Investor Center.
- Provide mentorship and personalized planning.
- Build and nurture relationships with an existing client base.
- Uncover client needs and recommend solutions.
- Introduce clients to different investment strategies through client-centered discussions.
- Bring together additional client assets.
- Help expand the reach of Fidelity’s brand.
- Deliver an outstanding customer experience.
Benefits
- Competitive total rewards package, including a stable base salary.
- Training in-branch, regionally, nationally, and virtually.
- 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 for career development.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
