Financial Consultant - Roslyn, NY

Fidelity Investments•Roslyn, NY

21h•$60,000 - $75,000•Onsite

About The Position

Join a stable industry leader at Fidelity, a company that provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower 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 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.

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.
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Being 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.
Extensive knowledge of investment solutions.

Nice To Haves

Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning.
Nurture relationships with an existing client base.
Thoughtfully 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.
Make a positive impact in the community.