Join to apply for the Financial Consultant - Wilmington, DE role at Fidelity Investments 3 hours ago Be among the first 25 applicants Join to apply for the Financial Consultant - Wilmington, DE role at Fidelity Investments Job Description Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity’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 designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications Series 07 - FINRA, Series 66 - FINRA Category Sales Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Fidelity Investments by 2x Sign in to set job alerts for “Financial Consultant” roles. Newark, DE $80,000.00-$100,000.00 1 week ago Greater Philadelphia $90,000.00-$110,000.00 1 week ago King of Prussia, PA $80,000.00-$100,000.00 1 week ago Greater Philadelphia $28,000.00-$125,000.00 2 weeks ago Newtown, PA $80,000.00-$125,000.00 1 week ago Financial Planning Specialist - Career Changers Encouraged to Apply Greater Philadelphia $90,000.00-$250,000.00 1 week ago Greater Philadelphia $15,000.00-$80,000.00 1 week ago Financial Advisor - Wilmington, DE and Surrounding Exton, PA $50,000.00-$75,000.00 2 weeks ago Lower Merion, PA $50,000.00-$75,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Fidelity Investments
...ManTech seeks a motivated, career and customer-oriented Travel Coordinator to join our team in the Reston, VA location. This is an onsite position. The Travel Coordinator will coordinate and manage all program travel, including pre-travel requirements, scheduling...
...Job Description Job Title - Sr Manufacturing Engineer -Medical Device. Job Location - Warsaw, Indiana (Fully On Site.) Type - Contract ( W2 Only ). Duration - 12 Months. Expertise in CNC Machining ~ Strong knowledge of CNC turning and CNC grinding...
...Job Description As the team at Zaxbys expands, we're saving a seat for you! To our guests, Zaxbys is more than just a place to eat - it's a place to have fun, spend time with friends, and enjoy great food. To our team members, Zaxbys is an indescribably great place...
OnSiteMed, a leader in workplace healthcare, is seeking a Part-Time Nurse Practitioner to join our dynamic team. This role is ideal for a motivated healthcare professional who is passionate about providing preventive and proactive medical services directly at workplace...
CRT, Inc. is seeking dedicated School Bus and Van Drivers to join our team in Nassau and Suffolk Counties. As a valued member of our transportation team, you will play a vital role in ensuring the safe and timely transport of students to and from school and school-related...