Financial Consultant - Burbank, CA
About The Position
Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm’s brand. The role uses Fidelity’s existing client base and institutional business feeders, supported by an open-architecture product platform and financial-industry resources, while nurturing relationships with existing clients. The position emphasizes professional growth, flexibility, and support to enable long-term success for the consultant and clients. The consultant introduces clients to investment strategies, identifies needs, recommends solutions, and may bring together additional client assets through positive, client-centered discussions. Fidelity provides in-branch, regional, national, and virtual training. The position offers a stable base salary and may include bonus or other variable compensation, depending on eligibility and position requirements. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Proven success in building relationships, uncovering needs, and recommending solutions.
- FINRA Series 7 and Series 66 licenses, or the ability to acquire Series 66 upon hire.
- Insurance license required.
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Ability to thoughtfully introduce clients to investment strategies and engage in positive, client-centered discussions.
- Coachable, collaborative, and curious approach.
- Commitment to outstanding customer experience.
- Motivation to achieve results, find solutions, take initiative, and exceed customer expectations.
- Extensive knowledge of investment solutions.
Nice To Haves
- A degree or equivalent experience and/or other professional certifications are helpful.
- CFP certification or a degree; Fidelity’s Tuition Reimbursement program may help acquire one.
Responsibilities
- Engage face-to-face with clients in an Investor Center.
- Provide clients with mentorship and personalized planning.
- Build relationships, uncover client needs, and recommend solutions.
- Introduce clients to different investment strategies through client-centered discussions.
- Bring together additional client assets while building rapport and credibility.
- Help expand the reach of Fidelity’s brand.
- Deliver an outstanding customer experience and help clients thrive.
Benefits
- Competitive total rewards package, including a stable base salary.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment and tuition reimbursement.
- Learning resources to develop your career.
- Training in-branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
