Financial Consultant - Lexington, KY

Fidelity Investments•Lexington, KY

20h•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 solely on sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We empower professional growth, flexibility, and support to enable long-term success for both you and our clients. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. You will be fully supported with an open architecture product platform and top resources in the financial industry, 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 are your "go to" attributes.
Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
Motivated by results and finding solutions, you take initiative and exceed 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.
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 in an Investor Center, offering guidance and personalized planning.
Extend the reach of the firm's brand.
Nurture relationships with an existing client base.
Thoughtfully 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.