Financial Consultant - West Hartford, CT
Fidelity•West Hartford, CT
•Hybrid
About The Position
As a Financial Consultant at Fidelity's Investor Center, you will engage face-to-face with clients, offering guidance and personalized financial planning. The primary focus is on deepening client relationships and creating complex financial plans, leveraging Fidelity's existing client base and institutional feeders of business. Fidelity provides an open architecture product platform and top resources in the financial industry, supporting professional growth, flexibility, and long-term success for both you and the clients.
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
- 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
- Steadfast commitment to your clients
Nice To Haves
- Degree and/or other professional certifications (e.g., CFP)
Responsibilities
- Deepen relationships and create complex financial plans
- Engage face-to-face with customers, offering guidance and personalized planning
- Help extend the reach of the firm's brand
- Nurture relationships with an existing client base
- Thoughtfully introduce clients to different investment strategies and bring together additional client assets
- Engage in positive, client-centered discussions
- Deliver an outstanding customer experience
- Mentor and support customers as they look to reach their retirement goals
- Provide comprehensive investment solutions and retirement plans to meet client 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
No Education Listed
Number of Employees
101-250 employees
