Financial Consultant - Palo Alto, CA

Fidelity Investments•Palo Alto, CA

1d•$60,000 - $75,000•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. Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals. Supporting our clients by providing 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. You have a steadfast commitment to your 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.
Extensive knowledge of investment solutions.
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 are your "go to" attributes.
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.

Nice To Haves

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

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning.
Extend the reach of the firm's brand.
Nurture relationships with an existing client base.
Thoughtfully 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.