Financial Consultant - Providence, RI

Fidelity • Providence, RI

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About The Position

As a Financial Consultant working in Fidelity’s Investor Center, you will engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand. You will nurture relationships with an existing client base, supported by institutional business feeders, an open-architecture product platform, and resources across the financial industry. The role focuses on client-centered discussions, identifying needs, recommending solutions, and introducing investment strategies while helping clients bring additional assets to Fidelity. Fidelity provides training in-branch, regionally, nationally, and virtually. The role is subject to Fidelity’s phased transition to a full-time onsite working model; onsite expectations vary by role and location and may evolve. 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 and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets.
• Coachable, collaborative, and curious approach.
• Commitment to delivering an outstanding customer experience and helping others thrive.
• Motivation by results, initiative, and exceeding customer expectations.
• Extensive knowledge of investment solutions.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity’s Tuition Reimbursement program can help associates acquire one.

Responsibilities

• Build and nurture relationships with existing clients through face-to-face engagement.
• Provide mentorship and personalized financial planning.
• Uncover client needs and recommend appropriate solutions.
• Introduce clients to investment strategies and engage in positive, client-centered discussions.
• Help clients bring additional assets to Fidelity.
• Help expand the reach of the firm’s brand.
• Deliver an outstanding customer experience and seek solutions that exceed customer expectations.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families balance their needs.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed