Financial Consultant - Garden City, NY

Fidelity • Garden City, NY

7d • Onsite

About The Position

The Financial Consultant works in Fidelity’s Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role involves nurturing relationships with an existing client base, uncovering clients’ needs, recommending financial solutions, and thoughtfully introducing investment strategies and opportunities to bring together additional client assets. Fidelity provides an existing client base, institutional feeders of business, an open-architecture product platform, and resources to support the consultant’s work and professional growth.

The position includes in-branch, regional, national, and virtual training. Fidelity describes its onsite working model as transitioning to full-time onsite through a phased rollout across regions and roles; current onsite expectations vary by role and location and may evolve. The listed base salary range is $60,000–$75,000 per year, with placement depending on responsibilities, scope, geographic location, relevant experience, and other factors. Bonus or other variable compensation may also be included depending on position and eligibility. Fidelity does 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.
• Insurance license required.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce clients to investment strategies and discuss bringing together additional client assets.
• Extensive knowledge of investment solutions.
• 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.
• Coachable, collaborative, and curious.

Nice To Haves

• A degree, equivalent experience, and/or other professional certifications are helpful.
• A CFP certification or degree; Fidelity’s tuition reimbursement program may help eligible associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide clients with mentorship and personalized planning.
• Build relationships, uncover client needs, and recommend solutions.
• Introduce clients to different investment strategies through positive, client-centered discussions.
• Bring together additional client assets while building rapport and credibility.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

• Stable base salary.
• Bonus or other variable compensation may be included, depending on position and eligibility requirements.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources to develop your career.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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