Financial Consultant - Overland Park, KS

Fidelity•Overland Park, KS

3d•Onsite

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. The role offers support with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Fidelity is transitioning to a full-time onsite working model.

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.
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Being coachable, collaborative, and curious.
Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
Motivated by results and finding solutions, you take initiative and exceed customer expectations.
Extensive knowledge of investment solutions.
Must not have a disqualifying criminal history as per relevant regulations.

Nice To Haves

Degree and/or other professional certifications are helpful.
Tuition Reimbursement program can help you obtain a CFP or degree if you do not already have one.

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.
Mentor and support customers as they look to reach their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet client needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.