Financial Consultant

Job Description: With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and an elite investmentplatform. Here, you will build long-term, dedicated relationshipswith customers by bringing them peace of mind as you guide themthrough wealth management and retirement planning strategies. TheExpertise We're Looking For * FINRA Series 7 & 63 requiredprior to hire * Series 66 (63/65) and Insurance Licenses preferred(or to be obtained upon hire) * Five years financial servicesexperience, with 3-5 years of sales experience * A CFP is helpfulif you don't already have your CFP, our Tuition Reimbursementprogram can help you with classes to obtain it! The Purpose of YourRole We work collaboratively with multiple business specialistswithin a phone center and across a field network, we are buildingthe best possible customer experience to meet the clients' broadrange of investment needs. We fully support you with an openarchitecture product platform and top resources in the financialindustry, while you nurture relationships with an existing clientbase. Your sharp focus, motivational skills and leadershipqualities are prime attributes as you provide the appropriateinvestment solutions to existing clients and help expand theacquisition of new customers. The Skills You Bring * Youdemonstrate a deep understanding of financial markets, and caneffectively simplify complex financial concepts while buildingrapport and credibility with High Net Worth clientele * Excellentknowledge of investment products * Ability to thoughtfullyintroduce your clients to different investment strategies and bringtogether additional client assets while engaging in positive,client-centered discussions by using guidance tools and presentingtarget solutions that motivate customers to take action *Extraordinary listening and communication skills, confident publicspeaking and group dynamics * Collaborating with multiple businesspartners allows you to craft an unsurpassed customer experience andmeet the client's broad range of investment needs The Value YouDeliver * No longer spending time on cold calls and sourcing newclients, you are able to make an impact in the lives of yourclients through deepening relationships and complex financialplanning * Your integrity, insights, communication skills andmeticulous planning will allow you to deliver the very best serviceand help customers to reach their retirement goals * Educatingcustomers on the technology and channels available to them tobetter monitor, maintain, and handle their investments * You aredeveloping existing relationships to retain and increase totalassets and profitability How Your Work Impacts the Organization Asthe lead for the client management team, you will offer mentorshipand personalized financial planning to customers over the phone,and help to extend the reach of Fidelity's brand. Fidelity has anopen architecture, allowing you to provide comprehensive andcomplex investment solutions. At Fidelity, you'll have the supportof a well-rounded team of professionals, full access to some of thebest resources and tools in the industry, and a top compensationpackage with extraordinary benefits. While you build relationshipshere, you will also be building your career! Certifications: Series07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company OverviewAt Fidelity, we are focused on making our financial expertisebroadly accessible and effective in helping people live the livesthey want. We are a privately held company that places a highdegree of value in creating and nurturing a work environment thatattracts the best talent and reflects our commitment to ourassociates. We are proud of our diverse and inclusive workplacewhere we respect and value our associates for their uniqueperspectives and experiences. For information about working atFidelity, visit FidelityCareers.com. Fidelity Investments is anequal opportunity employer.