Financial Consultant - Burbank, CA

Fidelity•Burbank, 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 develops relationships with an existing client base and uses Fidelity's open-architecture product platform and other resources to help clients pursue their financial needs. The position calls for thoughtful discussions about investment strategies, introducing solutions, and bringing together additional client assets while delivering a positive, client-centered experience. Fidelity supports the role with training in-branch, regionally, nationally, and virtually, along with onboarding and a competitive total rewards package. The base salary range is $60,000–$75,000 per year; placement depends on responsibilities, geographic location, relevant experience, and other factors. The offer may also include bonus or other variable compensation, subject to position and eligibility requirements. Fidelity will not provide immigration sponsorship for this position.

Requirements

Proven success 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 investment strategies and engage in positive, client-centered discussions.
Extensive knowledge of investment solutions.
Committed to delivering an outstanding customer experience, with a passion for helping others thrive.
Motivated by results, takes initiative, and works to exceed customer expectations.
Coachable, collaborative, and curious.

Nice To Haves

A degree or equivalent experience and/or other professional certifications are helpful.
Certified Financial Planner (CFP) certification is helpful.

Responsibilities

Engage face-to-face with clients in an Investor Center.
Provide clients with mentorship and personalized planning.
Build relationships with an existing client base and uncover client needs.
Recommend solutions and thoughtfully introduce clients to different investment strategies.
Bring together additional client assets through positive, client-centered discussions.
Help expand the reach of Fidelity's brand.
Deliver an outstanding customer experience and find solutions that exceed customer expectations.

Benefits

Competitive total rewards package, including a stable base salary.
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 for career development.
Training in-branch, regionally, nationally, and virtually.