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Job description
The RoleWorking in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.The Expertise and Skills You BringFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireLeverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needsUse technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planningGrow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexityA degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)Comprehensive understanding of various investment solutions and can educate customers on the values and differences of eachInterpersonal skills and ability to grow relationships are exemplaryWill take initiative and exceed expectationsOutstanding communication and consultative skills, and thrives in a fast-paced work environmentThe TeamFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.CertificationsSeries 07 - FINRA, Series 66 - FINRACategorySales
Worksite address
brookfield, WI, 53045, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.