Financial Consultant - Sunnyvale, CA

Fidelity • Sunnyvale, CA

13h • Onsite

About The Position

The Financial Consultant works in Fidelity’s Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role supports and develops relationships with an existing client base using Fidelity’s open-architecture product platform, institutional business feeders, and financial-industry resources. The position calls for understanding client needs, presenting investment solutions, and discussing strategies in a positive, client-centered manner.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses, or the 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 investment strategies and engage in positive, client-centered discussions.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience.
• Motivated by results, takes initiative, finds solutions, and exceeds customer expectations.
• Coachable, collaborative, and curious.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity’s Tuition Reimbursement program may help associates acquire one.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend appropriate solutions.
• Introduce clients to different investment strategies and help bring together additional client assets.
• Present complex financial solutions while building rapport and credibility.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

• Stable base salary and competitive total rewards package.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed