Financial Consultant - Alexandria, VA

Fidelity•Alexandria, VA

3d•Onsite

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 supports an existing client base and institutional sources of business, using an open-architecture product platform and financial-industry resources to nurture client relationships. The consultant introduces clients to investment strategies, identifies their needs, recommends solutions, and may bring together additional client assets through positive, client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually. The position is based in Alexandria, Virginia. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite requirements currently vary, and may evolve. The annual base salary range is $60,000–$75,000, with placement depending on responsibilities, scope, location, relevant experience, and other factors. The offer may also include bonus or other variable compensation, depending on eligibility. Fidelity will not provide immigration sponsorship.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions.
Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able 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 investment strategies and discuss additional client assets in a client-centered manner.
Be coachable, collaborative, and curious.
Be committed to outstanding customer experiences and motivated to help others thrive.
Be results-motivated, take initiative, find solutions, and exceed customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

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

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.
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.

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 for career development.
Training in-branch, regionally, nationally, and virtually.