Senior Financial Consultant

Job Description : Are you ready to focus on deepening client relationships and creating intricate financial plans, rather than spending your time sourcing new clients? Join a team that is an industry leader and offers an exceptional business model, complete with an established client base and numerous institutional feeders of business. At Fidelity, we support your growth and provide the flexibility you need for long-term success.

The Purpose of Your Role : In this role, you will engage directly with customers in our Investor Center, providing personalized planning and guidance while enhancing the reach of our firm's brand. You will benefit from a comprehensive product platform and top-tier resources in the financial sector as you cultivate relationships with an existing clientele.

The Expertise We're Looking For :

• Proven ability to build relationships, identify client needs, and propose effective solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (or willingness to obtain upon hire).
• Strong presentation skills to articulate complex solutions to an informed client base while establishing trust and credibility.
• A degree and / or professional certifications such as CFP are desirable; if you don't already possess these, our Tuition Reimbursement program can assist you in obtaining them.

The Skills You Bring :

Our Investments in You : At Fidelity, we believe our people are our greatest asset, and we value a holistic approach to life. We offer a competitive total rewards package, which includes a stable base salary, recognizing your contributions. Our comprehensive benefits are designed to help you and your family find the right balance in life. Additionally, we provide extensive training programs—on-site, regionally, nationally, and virtually—so you will be well-prepared to thrive in your business.

The Value You Deliver :

Please note : Most roles at Fidelity are hybrid, requiring associates to work on-site every other week (Monday to Friday) in a Fidelity office. This requirement does not apply to fully remote or on-site roles.

Fidelity’s operations are governed by laws and regulations related to securities and investment activities, which may restrict hiring individuals with certain criminal histories.