Financial Consultant - Palo Alto, CA

Fidelity Investments•Palo Alto, CA

2d•$60,000 - $75,000•Onsite

About The Position

Join a stable industry leader that provides a business model with an existing client base and institutional feeders of business. Fidelity empowers professional growth, flexibility, and support, enabling long-term success. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

Requirements

Previous success in building relationships, uncovering needs and recommending solutions.
FINRA Series 7 & 66 licensed and hold 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.
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, offering guidance and personalized planning.
Nurture relationships with an existing client base.
Introduce clients to different investment strategies.
Bring together additional client assets while engaging in positive, client-centered discussions.
Mentor and support customers as they look to reach their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet clients' needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.