Financial Consultant - Stamford, CT
About The Position
Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We empower professional growth, flexibility, and support, enabling long-term success for you and our clients. Working in our 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.
- Extensive knowledge of investment solutions.
- Integrity, insights, interpersonal skills, and meticulous planning.
- Steadfast commitment to clients.
- Must be coachable, collaborative, and curious.
- Committed to delivering an outstanding customer experience.
- Motivated by results and finding solutions, taking initiative and exceeding customer expectations.
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 in an Investor Center, offering guidance and personalized planning.
- Nurture relationships with an existing client base.
- Introduce clients to different investment strategies.
- Bring together additional client assets.
- Engage in positive, client-centered discussions.
- Provide comprehensive investment solutions and retirement plans to meet clients' needs.
- Mentor and support customers in reaching their retirement goals.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Tuition Reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
