Financial Consultant

Are you ready to shift your focus from acquiring new clients to nurturing existing relationships and creating intricate financial plans? Join a pioneering team in the financial industry with a business model that offers a strong existing client base and unmatched institutional support.

In this role at our Investor Center, you will engage face-to-face with customers, providing tailored guidance and personalized planning to enhance the firm's brand presence. We provide you with a broad product platform and premier resources to help you thrive as you build relationships with our clients.

Key Responsibilities :

• Develop strong relationships with clients by understanding their needs and recommending suitable solutions.
• Engage and communicate with clients effectively, presenting complex financial strategies with clarity while building trust and rapport.
• Offer personalized financial planning that addresses the current and future needs of clients, helping them achieve their retirement goals.

What We’re Looking For :

Your Skills :

At Fidelity, we invest in our people and understand the importance of a balanced work-life experience. We offer a competitive total rewards package, including a stable base salary of $60,000 - $75,000, reflecting your experience and the role's responsibilities, as well as various bonuses depending on eligibility.

Our comprehensive benefits support your well-being, including healthcare coverage, retirement plans, generous paid time off, educational assistance, and more. Please note, the application window will close once the position is filled.

Most roles are hybrid, requiring you to work onsite every other week at our office. This job does not apply for fully remote roles.

Fidelity’s operations are subject to various financial regulatory laws, which may influence hiring decisions.