Financial Consultant- Minnetonka, MN
Minnetonka, MN - USA
Job Summary
Note: Fidelity will not provide immigration sponsorship for this position.
Working in our Investor Center you will engage face-to-face with your clients providing mentorship and personalized planning while helping expand the reach of the firms brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity we empower professional growth flexibility and support thus enabling long-term success for you and our clients.
- 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
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive client-centered discussions
- Coachable collaborative and curious are key attributes
- 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
Fidelitys 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.
Ourbenefit programsare 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!
Fidelitys 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.
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Please be advised that Fidelitys 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.
Required Experience:
Contract
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.