Financial Consultant- Beaverton, OR
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 unique business model with an existing client base and institutional feeders of business. We empower professional growth, flexibility, and support to ensure long-term success for both associates and clients. In our Investor Center, you will engage face-to-face with customers, providing guidance and personalized planning, while extending the firm's brand reach. We provide full support with an open architecture product platform and top financial industry resources, enabling you to nurture relationships with an existing client base.
Requirements
- Previous success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 & 66 licensed and 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, you take initiative and exceed customer expectations.
- Extensive knowledge of investment solutions.
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 an Investor Center.
- Offer guidance and personalized financial planning.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Introduce clients to different investment strategies.
- Bring together additional client assets.
- Engage in positive, client-centered discussions.
- Deliver an outstanding customer experience.
- Mentor and support customers in reaching their retirement goals.
- Provide comprehensive investment solutions and retirement plans.
- 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
Associate degree
