Financial Consultant- Knoxville, TN

Fidelity Investments • Knoxville, TN

2d • Onsite

About The Position

Working in Fidelity’s Investor Center in Knoxville, Tennessee, the Financial Consultant engages face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role builds on 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 introduces investment strategies and additional client assets through positive, client-centered discussions.

Fidelity supports professional growth, flexibility, and long-term success with training in branches, regionally, nationally, and virtually. The position is part of Fidelity’s Sales category. Fidelity will not provide immigration sponsorship for this position. Hiring or association may be restricted for individuals with certain criminal histories under applicable securities, investment, retirement, and related laws and regulations.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and 66 licenses and appropriate state registrations, or 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 clients to investment strategies and discuss additional client assets in a client-centered manner.
• Coachable, collaborative, and curious attributes.
• Commitment to delivering an outstanding customer experience.
• 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.
• A CFP designation is helpful; Fidelity’s Tuition Reimbursement program may help associates acquire a CFP or degree.

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.
• Help expand the reach of Fidelity’s brand.
• Present complex solutions, build rapport and credibility, and introduce clients to different investment strategies.
• Bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

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

What This Job Offers

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