Financial Consultant - Phone Expert

Join Fidelity Investments as a Financial Consultant and take your career to the next level!

At Fidelity, we are dedicated to creating an inclusive, respectful environment where every associate and customer is treated with kindness and compassion.

As a crucial part of our team, you will leverage your extensive knowledge and integrity to guide clients through wealth management and retirement planning strategies. Here, you will foster long-term relationships with existing clients while providing top-notch service and investment solutions.

Key Qualifications

• FINRA Series 7 & 63 required prior to hire.
• Series 66 (or 63/65) and Insurance Licenses are preferred or must be obtained upon hire.
• A minimum of five years in financial services with 3-5 years in sales is necessary.
• Having a Certified Financial Planner (CFP) designation is advantageous; use our Tuition Reimbursement program to earn yours!

Your Role

Work collaboratively within our phone center and a field network to meet a diverse range of client investment needs. You will receive support through our open architecture product platform and have access to the industry's best resources, enabling you to deepen relationships and effectively manage client portfolios.

Desired Skills

• Expertise in financial markets with the ability to explain complex concepts simply.
• Strong knowledge of investment products.
• Entrepreneurial mindset, thriving in a structured organization.
• Technologically savvy, with the capability to teach clients about available tools.
• Exceptional listening and communication skills.
• Ability to engage various partners to deliver outstanding customer experiences.

The Value You Deliver

• Focus on nurturing client relationships without the burden of cold calls.
• Provide valuable insights and meticulous planning to assist clients in achieving their retirement goals.
• Educate customers on tools available for managing their investments.
• Enhance client retention and boost total assets through relationship development.

In this role, you will also mentor clients and extend Fidelity’s brand influence, working with a supportive team and comprehensive resources to achieve client success. Our role in your career development will be significant!

At Fidelity, we embrace a diverse and inclusive workplace where everyone’s unique experiences are valued. Join us in fostering an exceptional workplace culture!

Salary Range: The base salary for this position is $58,000 per year. Other compensation may include bonuses or variable payments based on eligibility. Comprehensive health care coverage, retirement options, generous paid time off, educational support, and more are offered to enhance work-life balance.

This position requires a hybrid work model, where associates work onsite every other week at one of our Fidelity offices. Note that Fidelity operations adhere to various financial regulations, which may influence hiring criteria.

We encourage you to apply and explore an engaging career with Fidelity Investments!