Financial Consultant - West Hartford, CT
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. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. You will be fully supported with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The role focuses on deepening relationships and creating complex financial plans rather than sourcing new clients. Your integrity, insights, interpersonal skills, and meticulous planning will allow you to mentor and support customers as they look to reach their retirement goals, providing comprehensive investment solutions and retirement plans. You will effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, and demonstrate a steadfast commitment to clients while making a positive impact in the community.
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
- Integrity, insights, interpersonal skills, and meticulous planning
- Interpersonal communication and relationship building skills
- Steadfast commitment to your clients
Nice To Haves
- Degree and/or other professional certifications (e.g., CFP)
Responsibilities
- Engage face-to-face with your customers, offering guidance and personalized planning
- Help extend the reach of the firm's brand
- Nurture relationships with an existing client base
- Deepen relationships and create complex financial plans
- Thoughtfully introduce your clients to different investment strategies
- Bring together additional client assets while engaging in positive, client-centered discussions
- Deliver an outstanding customer experience
- Mentor and support your customers as they look to reach their retirement goals
- Provide comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- Make a positive impact in the community
Benefits
- Competitive total rewards package
- Stable base salary
- 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
No Education Listed
Number of Employees
101-250 employees
