Financial Consultant - St. Louis, MO
About The Position
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. 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. 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.
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, taking initiative and exceeding customer expectations
- Extensive knowledge of investment solutions
Nice To Haves
- Degree and/or other professional certifications are helpful (e.g., CFP)
Responsibilities
- Deepen relationships and create complex financial plans
- Engage face-to-face with customers, offering guidance and personalized planning
- Help extend the reach of the firm's brand
- Nurture relationships with an existing client base
- Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Deliver an outstanding customer experience
- 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
- Make a positive impact in the community
Benefits
- Competitive total rewards package, including a 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
Number of Employees
101-250 employees
