Financial Consultant - Farmington Hills, MI
Fidelity Investments•Farmington Hills, MI
•Onsite
About The Position
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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.
- Integrity, insights, interpersonal skills, and meticulous planning.
Nice To Haves
- Degree and/or other professional certifications are helpful.
- CFP or degree (Tuition Reimbursement program available if not already obtained).
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning.
- Nurture relationships with an existing client base.
- Introduce clients to different investment strategies.
- Bring together additional client assets while engaging in positive, client-centered discussions.
- Provide comprehensive investment solutions and retirement plans to meet client needs.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
- Mentor and support customers as they look to reach their retirement goals.
Benefits
- Stable base salary
- 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
