Financial Consultant - Providence, RI

Fidelity Investments • Providence, RI

1d • Onsite

About The Position

Working in Fidelity’s Investor Center in Providence, Rhode Island, 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 sources, open-architecture product platform, and financial-industry resources to develop client relationships and support long-term success for clients and the consultant.

Fidelity provides a competitive total rewards package, including a stable base salary, and offers training in-branch, regionally, nationally, and virtually. The role is subject to securities and investment-related laws and regulations that may restrict hiring or association based on certain criminal histories. 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 and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully discuss investment strategies and engage in positive, client-centered conversations.
• Coachable, collaborative, and curious approach.
• Commitment to outstanding customer experience and helping others thrive.
• Motivation to achieve results, find solutions, take initiative, and exceed 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 can 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.
• Help expand the reach of Fidelity’s brand.
• Introduce clients to investment strategies and bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

• Competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help acquire a degree or CFP, if not already held.

What This Job Offers

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