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About the Role

Working in our Investor Center, you will engage face-to-face with 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.

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning.
• Nurture relationships with an existing client base.
• Thoughtfully introduce clients to different investment strategies.
• Bring together additional client assets.
• Engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
• Mentor and support customers as they look to reach their retirement goals.
• Provide comprehensive investment solutions and retirement plans to meet client needs.
• Make a positive impact in the community.

Requirements

• Previous success in building relationships, uncovering needs and recommending solutions.
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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.
• Tuition Reimbursement program available for CFP or degree.
• Fidelity is not providing immigration sponsorship for this position.
• Criminal Histories may restrict hiring and/or association with individuals.

Skills

• Client-centered discussions.
• Coachability.
• Collaboration.
• Curiosity.
• Delivering an outstanding customer experience.
• Passion for seeing others thrive.
• Results-driven.
• Solution-finding.
• Initiative.
• Exceeding customer expectations.
• Extensive knowledge of investment solutions.
• Interpersonal communication.
• Relationship building.
• Meticulous planning.

Location

• Onsite

Work Type

• Full-time
• Onsite

Experience Level

• Professional

Education Level

• Degree
• CFP
• Professional certifications

Salary/Compensations

• $60,000 - $75,000 per year

Benefits

• Competitive total rewards package.
• Stable base salary.
• Benefit programs designed to help you and your family strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources.

About the Company

• Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.
• Fidelity empowers professional growth, flexibility and support thus enabling long-term success.
• Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically.
• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
• 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.
• At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
• We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
• We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
• For information about working at Fidelity, visit FidelityCareers.com.

Equal Opportunity

• Fidelity Investments is an equal opportunity employer.
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
• To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com