About the position
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Responsibilities
- Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
- Leverage technology to prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up.
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to a wealth management partner based on needs and financial complexity.
Requirements
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
- Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each.
- Outstanding communication and consultative skills, thriving in a fast-paced work environment.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources.
