Financial Consultant - Overland Park, KS
About The Position
The Financial Consultant role is based in an Investor Center where you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. The company fully supports its consultants with an open architecture product platform and top resources in the financial industry, while they nurture relationships with an existing client base. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Thoughtfully 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 both now and for their future.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
Benefits
- Stable base salary
- Competitive total rewards package
- Benefit programs designed to help you and your family strike the right balance
- Training in-branch, regionally, nationally, and virtually
- Tuition Reimbursement program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
