Financial Consultant - Wall Street, NY

Fidelity•Plainview, NY

3d•Onsite

About The Position

Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than solely on sourcing new clients. Fidelity offers a unique business model with an existing client base and institutional feeders of business. We support professional growth, flexibility, and long-term success for both our associates and clients. Working in an Investor Center, you will engage face-to-face with customers, providing guidance and personalized planning, while extending the firm's brand. You will be supported by an open architecture product platform and top resources in the financial industry as you nurture relationships with an existing client base.

Requirements

Previous success in building relationships, uncovering needs and recommending solutions.
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Extensive knowledge of investment solutions.

Nice To Haves

Degree and/or other professional certifications are helpful.
Ability to obtain CFP or degree through Tuition Reimbursement program.

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning.
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 clients' needs.
Effectively engage clients through personal interactions, reflecting 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.
Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance including student loan repayment, tuition reimbursement, and learning resources.