Financial Consultant - Sarasota, FL

Fidelity • Sarasota, FL

5d • Onsite

About The Position

Working in Fidelity’s Investor Center in Sarasota, Florida, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role builds relationships with an existing client base and uses Fidelity’s open-architecture product platform and financial-industry resources to help clients consider investment strategies and solutions.

Fidelity supports professional growth with training in-branch, regionally, nationally, and virtually, as well as a competitive total rewards package that includes a stable base salary. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted by applicable laws and regulations based on certain criminal histories.

Requirements

• Proven success 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 discuss investment strategies and additional client assets in a client-centered manner.
• Coachability, collaboration, and curiosity.
• Commitment to outstanding customer experience and helping others thrive.
• Motivation by results and finding solutions; takes initiative and exceeds 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 may help associates acquire one.

Responsibilities

• Build relationships with clients, uncover their needs, and recommend appropriate solutions.
• Provide face-to-face mentorship and personalized planning to clients.
• Thoughtfully introduce clients to different investment strategies.
• Bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help expand the firm’s brand.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve balance.
• Tuition Reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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