Job Details

Join a leading team at Fidelity as a Senior Financial Consultant, where you can focus on nurturing existing client relationships and crafting sophisticated financial plans rather than on client acquisition. Our unique business model provides access to an established client base and institutional business channels, setting you up for success.

In this role, you will engage directly with clients in our Investor Center, offering tailored guidance and financial planning services. We provide an unparalleled product platform and top-tier resources to support your efforts in enhancing customer relationships.

Key Responsibilities:

• Build and maintain strong client relationships, identify their needs, and propose effective financial solutions.
• Utilize your FINRA Series 7 & 63 licenses, as well as Series 65 or 66, to provide comprehensive advice.
• Present intricate financial strategies to knowledgeable clients, establishing trust and credibility.

Qualifications:

• Demonstrated success in relationship building and solution-oriented financial advising.
• Education and professional certifications, such as a CFP, are advantageous; if needed, our Tuition Reimbursement program can assist.
• Strong communication skills to enhance client engagement and deliver positive experiences.
• Coachable, collaborative, and eager to learn with a results-driven mindset.
• In-depth understanding of investment approaches and a commitment to seeing clients succeed.

Our Commitment to You:

At Fidelity, we value our associates and offer competitive compensation and a comprehensive benefits package designed to support work-life balance and professional development. You'll benefit from extensive training programs to ensure your success.

Your Impact:

• Use your skills to guide clients in achieving their financial goals, with a focus on retirement planning.
• Build meaningful client interactions, leveraging your interpersonal skills to foster relationships.
• Play an essential role in positively impacting the community while fulfilling client needs.

The base salary for this position ranges from $60,000 to $75,000 per year, contingent upon experience and responsibilities. This figure represents the foundational aspect of a total compensation package that may also include bonuses and additional incentives.

We provide a variety of benefits to support your evolving needs, including health care, retirement plans, paid time off, parental leave, and educational resources, including student loan repayment and tuition assistance.

The application process will remain open until the position is filled, and our roles typically operate on a Hybrid basis, requiring on-site attendance every other week at one of our Fidelity office locations.

Please note that Fidelity's hiring practices comply with relevant regulations, including the Securities Exchange Act and other financial regulatory standards.