Financial Consultant - Dayton, OH

Fidelity Investments•Beavercreek, OH

8d•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 uses an existing client base and institutional sources of business, supported by an open-architecture product platform and financial-industry resources. The consultant nurtures client relationships and helps clients consider investment strategies and solutions. Fidelity offers training and support to enable professional growth and long-term success.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability 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.
Coachable, collaborative, and curious approach.
Commitment to outstanding customer experience and helping others thrive.
Motivation by results and solutions, with initiative and a record of exceeding customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

A degree or equivalent experience and/or other professional certifications are helpful.
A Certified Financial Planner (CFP) certification or degree; tuition reimbursement may help associates acquire one.

Responsibilities

Engage face-to-face with clients and provide mentorship and personalized planning.
Nurture relationships with an existing client base.
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 identify solutions that meet client needs.