Financial Consultant - San Francisco, CA

Fidelity Investments • San Francisco, CA

2d • $60,000 - $75,000 • Onsite

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.

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.
• 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 are your "go to" attributes.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and finding solutions, you take initiative and exceed customer expectations.
• Extensive knowledge of investment solutions.
• Fidelity is not providing immigration sponsorship for this position.

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.
• Introduce clients to different investment strategies.
• Bring together additional client assets while engaging in positive, client-centered discussions.
• Support clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future.
• Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
• Mentor and support customers as they look to reach their retirement goals.

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, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree