Financial Consultant 1 - Peoria, AZ

Fidelity•Phoenix, AZ

12d•Onsite

About The Position

Are you ready to use your life experience to make a bigger impact? Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position. Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients. Structured study sessions working to obtain your Series 7 & Series 66 licenses. Whether you’re new to the industry or returning to a career in financial services, you’ll receive customized coaching and development for a career in financial planning. Generous, predictable compensation throughout the program. Starting over or starting again - let us support you. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!

Requirements

5 or more years of successful sales experience in another industry
Keen ability to present complex solutions or products to a sophisticated client base
Enthusiasm for learning about investment products
Comfortable working in an energetic sales environment
Committed to delivering an outstanding customer experience
Motivated by results, takes initiative and exceeds expectations
Must obtain Series 7 & Series 66 licenses

Nice To Haves

Degree and/or other professional certifications highly preferred, but not required

Responsibilities

Provide comprehensive investment solutions and retirement plans to meet client needs.
Engage clients through personal interactions, utilizing interpersonal communication and relationship-building skills.
Offer guidance and personalized financial planning to customers in a face-to-face setting.
Expand the acquisition of new customers.
Provide appropriate investment solutions to existing clients.