Financial Consultant - Midlothian, VA

Fidelity Investments • Midlothian, VA

4d • $60,000 - $75,000

About The Position

Working in a Fidelity Investor Center, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role uses Fidelity’s existing client base, institutional sources of business, open-architecture product platform, and financial-industry resources to nurture client relationships and support long-term success for clients and the consultant.

The consultant introduces clients to investment strategies, identifies their needs, recommends solutions, and helps bring together additional client assets through positive, client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually. The role has a stated base salary range of $60,000–$75,000 per year; placement depends on responsibilities, scope, location, relevant experience, and other factors. Bonus or other variable compensation may also be included depending on the position and eligibility.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have 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 through client-centered discussions.
• Be coachable, collaborative, and curious.
• Commitment to delivering an outstanding customer experience and a passion for seeing others thrive.
• Motivation by results and finding solutions, with initiative and a commitment to exceeding customer expectations.
• Extensive knowledge of investment solutions.

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 may help employees acquire one.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend appropriate solutions.
• Present complex solutions while building rapport and credibility with knowledgeable clients.
• Introduce clients to different investment strategies and engage in positive, client-centered discussions.
• Help bring together additional client assets.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources for career development.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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