Financial Consultant - Berkeley, CA
About The Position
Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role uses Fidelity’s existing client base and institutional business feeders, supported by an open-architecture product platform and financial-industry resources. The consultant nurtures relationships with existing clients and introduces investment strategies and solutions in client-centered discussions. Fidelity supports professional growth through training offered in-branch, regionally, nationally, and virtually. The position includes a stable base salary and may include bonus or other variable compensation, depending on the position and eligibility requirements. The role is subject to Fidelity’s onsite-working-model transition; onsite expectations vary by role and location and may evolve during the phased rollout.
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 thoughtfully introduce clients to different investment strategies and bring together additional client assets in positive, client-centered discussions.
- Coachable, collaborative, and curious approach.
- Commitment to delivering an outstanding customer experience and helping others thrive.
- Motivation by results and finding solutions; takes initiative and exceeds customer expectations.
- Extensive knowledge of investment solutions.
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 may help associates acquire one.
Responsibilities
- Engage face-to-face with clients in an Investor Center.
- Provide mentorship and personalized planning.
- Build and nurture relationships with an existing client base.
- Uncover client needs and recommend solutions.
- Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
- Present complex solutions to a knowledgeable client base while building rapport and credibility.
- Help expand the reach of Fidelity’s brand.
- Deliver an outstanding customer experience and work to exceed customer expectations.
Benefits
- Stable base salary.
- Potential bonus or other variable compensation, depending on position and eligibility requirements.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment and tuition reimbursement.
- Learning resources and training to develop your career.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
