Financial Consultant - San Francisco, CA

Fidelity•San Francisco, CA

21h•Onsite

About The Position

Join a stable industry leader that provides a business model with an existing client base and institutional feeders of business. Fidelity empowers professional growth, flexibility, and support, enabling long-term success for associates and clients. Working in an Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. You will be supported with an open architecture product platform and top resources in the financial industry, while nurturing relationships with an existing client base.

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, you take initiative and exceed customer expectations.
Extensive knowledge of investment solutions.
Fidelity is not providing immigration sponsorship for this position.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA

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.
Nurture relationships with an existing client base.
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.
Make a positive impact in the community.