Financial Consultant - Cary, NC
About The Position
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity 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 thus enabling long-term success for you and our clients. The Purpose of Your Role 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.
- Extensive knowledge of investment solutions.
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 clients' needs both now and for their future.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
- Make a positive impact in the community.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Tuition Reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
