Financial Consultant - San Diego, CA

Fidelity Investments • San Diego, CA

4d • $60,000 - $75,000

About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm’s brand. The role builds relationships with an existing client base using Fidelity’s open-architecture product platform and financial-industry resources. The position involves introducing investment strategies, helping bring together additional client assets, and conducting positive, client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually.

Requirements

• Proven success building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses, or ability to acquire Series 66 upon hire.
• Insurance license required.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to introduce investment strategies and engage in positive, client-centered discussions.
• Extensive knowledge of investment solutions.
• Coachable, collaborative, and curious approach.
• Commitment to delivering an outstanding customer experience.
• Motivation to achieve results, find solutions, take initiative, and exceed customer expectations.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• CFP certification or a degree; Fidelity’s tuition reimbursement program can help associates acquire one.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Help expand the reach of Fidelity’s brand.
• Uncover client needs and recommend solutions.
• Thoughtfully introduce clients to different investment strategies and bring together additional client assets through client-centered discussions.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed