Financial Consultant- Knoxville, TN

Fidelity • Knoxville, TN

1d

About The Position

The Financial Consultant works in Fidelity’s Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role involves nurturing relationships with an existing client base and drawing on Fidelity’s institutional business feeders, open-architecture product platform, and financial-industry resources. Consultants introduce clients to investment strategies, identify needs, and help bring together additional client assets through positive, client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually, along with support for professional growth and flexibility.

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 engage in positive, client-centered discussions.
• Be coachable, collaborative, and curious.
• Commitment to delivering an outstanding customer experience and helping others thrive.
• Be motivated by results, 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 are helpful.
• A CFP certification or degree; Fidelity’s tuition reimbursement program can help associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend solutions.
• Thoughtfully introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience and find solutions that exceed customer expectations.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families strike the right balance.
• Tuition reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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