Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Consultant - Garden City, NY role.
Rezi rewrites your resume against Fidelity Investments's job description. Free.
Tailor your resume to this Financial Consultant - Garden City, NY role.
Rezi rewrites your resume against Fidelity Investments's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Consultant - Garden City, NY posting at Fidelity Investments — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Consultant - Garden City, NY posting at Fidelity Investments — free, in seconds.
About the Role
Engage face-to-face with clients, providing mentorship and personalized planning while helping expand the firm's brand. Fidelity offers a business model with an unmatched client base and institutional feeders, fully supported by an open architecture product platform and top industry resources.
Responsibilities
- Engage face-to-face with clients
- Provide mentorship and personalized planning
- Expand the reach of the firm's brand
- Nurture relationships with an existing client base
- Introduce clients to different investment strategies
- Bring together additional client assets
- Engage in positive, client-centered discussions
Requirements
- Proven 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
- Insurance license required
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Coachable, collaborative, and curious
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
- Fidelity will not provide immigration sponsorship for this position.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills
- Building relationships
- Uncovering needs
- Recommending solutions
- Presenting complex solutions
- Building rapport
- Building credibility
- Client-centered discussions
Location
- Onsite
Work Type
- Full-time
- Onsite
Experience Level
- Mid-level
Education Level
- Degree or equivalent experience and/or other professional certifications are helpful
- CFP or degree can be acquired through Tuition Reimbursement program
Salary/Compensations
- $60,000 - $75,000 per year
Benefits
- Competitive total rewards package
- Stable base salary
- 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 for you and our clients.
- 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.