Financial Consultant - Center Valley, PA

Fidelity Investments•Center Valley, PA

2d•Onsite

About The Position

Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an unmatched existing client base and institutional feeders. We empower professional growth, flexibility, and support for long-term success. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. You will be supported with an open architecture product platform and top financial industry resources while nurturing 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.
Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
Motivated by results and finding solutions, taking initiative and exceeding customer expectations.
Extensive knowledge of investment solutions.
Integrity, insights, interpersonal skills, and meticulous planning.
Steadfast commitment to clients.

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 in the Investor Center, offering guidance and personalized planning.
Nurture relationships with an existing client base.
Introduce clients to different investment strategies.
Bring together additional client assets.
Engage in positive, client-centered discussions.
Mentor and support customers in reaching their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet clients' needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.
Make a positive impact in the community.