Financial Consultant - Folsom, CA

Fidelity Investments•Folsom, CA

5d•$60,000 - $75,000•Onsite

About The Position

Working in Fidelity's Investor Center, this role involves engaging face-to-face with clients to provide mentorship and personalized planning, while also helping to expand the firm's brand reach. Fidelity offers a business model with an existing client base and institutional feeders of business. The role is supported by an open architecture product platform and top resources in the financial industry, enabling the nurturing of relationships with an existing client base. Fidelity emphasizes professional growth, flexibility, and support for long-term success.

Requirements

Proven 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.
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Coachable, collaborative, and curious attributes.
Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
Motivated by results and finding solutions, takes initiative and exceeds customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

Degree or equivalent experience and/or other professional certifications are helpful.
Ability to acquire a CFP or degree through Tuition Reimbursement program.

Responsibilities

Engage face-to-face with clients in the Investor Center.
Provide mentorship and personalized planning to clients.
Help expand the reach of the firm's brand.
Nurture relationships with an existing client base.
Present complex solutions to a knowledgeable client base while building rapport and credibility.
Thoughtfully introduce clients to different investment strategies.
Bring together additional client assets while engaging in positive, client-centered discussions.

Benefits

Stable base salary.
Competitive total rewards package.
Training in-branch, regionally, nationally, and virtually.
Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement plans.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance including student loan repayment, tuition reimbursement, and learning resources.