Fidelity Investments
Are you ready to elevate your career and focus on deepening client relationships rather than constantly seeking new ones? Join our team as a Wealth Management Consultant and become part of a leading firm that offers an exceptional business model with an existing client base and institutional sources of business. At Fidelity, we champion professional growth, flexibility, and support, setting you up for long-term success.
Your Role's Purpose:
In this position, you will work within our Investor Center, interacting directly with customers to provide tailored guidance and planning solutions while enhancing the firm’s brand recognition. You will have access to a comprehensive product platform and top-tier resources in the financial sector, allowing you to build and nurture relationships with an established client base.
What We’re Looking For:
A proven track record in relationship-building, identifying client needs, and recommending effective solutions.
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or the ability to obtain series 65/66 upon hire.
Strong capability to explain complex financial strategies to a knowledgeable audience while establishing trust and rapport.
A degree or other professional certifications are beneficial; if you don’t already hold a CFP or degree, take advantage of our Tuition Reimbursement program to achieve one.
Your Skills:
Expertise in presenting diverse investment strategies and integrating additional client assets through client-focused discussions.
Attributes like being coachable, collaborative, and curious are essential.
A passion for delivering an outstanding customer experience and helping clients succeed.
Results-oriented with a proactive mindset, you consistently strive to exceed customer expectations.
Deep knowledge of investment solutions is vital.
Investing in Your Success:
At Fidelity, our most valuable asset is our people. We believe in a holistic approach to life. We offer a competitive rewards package, including a stable salary, to recognize your efforts. Additionally, our benefit programs are designed to foster a healthy work-life balance, providing training and resources to support every aspect of your career.
The Impact You’ll Make:
Your integrity, knowledge, and interpersonal skills will empower clients as they navigate their retirement goals.
You will provide clients with comprehensive investment strategies and retirement plans tailored to their immediate and long-term needs.
Your personal interactions will resonate with clients, showcasing your communication and relationship-building expertise.
Your unwavering commitment to clients will enable you to make a positive impact in your community.
The base salary range for this position is $60,000 - $75,000 annually. Placement within this range will be determined by job responsibilities, geographic location, relevant experience, and other factors. Base salary constitutes only part of the total compensation package, which may also include bonuses or other variable components depending on eligibility.
We provide a diverse array of benefits designed to support your ongoing needs and help you thrive in both work and personal life. Our benefits include comprehensive healthcare, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, charitable giving matching program, and educational assistance options, including student loan repayment and tuition reimbursement. Note that the application window will close once the position has been filled or removed.
At Fidelity, most roles are Hybrid, requiring associates to work onsite every other week (Monday to Friday) at a Fidelity office. This does not apply to Remote or fully Onsite positions.
Please note that Fidelity’s operations are governed by various financial regulations that may affect hiring practices related to specific criminal histories.