Financial Consultant - San Francisco, CA
About The Position
Working in our Investor Center, you will engage face-to-face with your 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. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
- Must be coachable, collaborative, and curious.
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
- Motivated by results and finding solutions, take initiative and exceed customer expectations.
Nice To Haves
- Degree and/or other professional certifications are helpful.
- Tuition Reimbursement program can help you obtain a CFP or degree if you do not already have 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 while engaging in positive, client-centered discussions.
- 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.
Benefits
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
