Financial Consultant - Palo Alto, CA

Fidelity Investments • Palo Alto, CA

1d • $60,000 - $75,000 • Onsite

About The Position

As a Financial Consultant working in Fidelity’s Investor Center, you will meet face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand. You will nurture relationships with an existing client base, supported by Fidelity’s business model, institutional business sources, open-architecture product platform, and financial-industry resources. The role offers professional growth, flexibility, and support to enable long-term success for you and your clients.

Fidelity provides a competitive total rewards package, including a stable base salary, and training in-branch, regionally, nationally, and virtually. The position is part of Fidelity’s transition to a full-time onsite working model, which is being phased in across regions and roles; current onsite requirements vary by role and location and may evolve. The base salary range is $60,000–$75,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on the position and eligibility, compensation may also include a bonus or other variable compensation.

Requirements

• Proven success in 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 introduce clients to different investment strategies and discuss additional client assets in a positive, client-centered manner.
• Extensive knowledge of investment solutions.
• A coachable, collaborative, and curious approach.
• Commitment to delivering an outstanding customer experience and helping others thrive.
• Motivation to achieve results, find solutions, take initiative, and exceed customer expectations.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity offers tuition reimbursement to help acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide clients with mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Help expand the reach of Fidelity’s brand.
• Uncover client needs and recommend solutions.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• 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.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

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