Financial Consultant Stamford, CT

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 andsupportthus 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 firms 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 ExpertiseWereLooking For

• Previoussuccess in building relationships uncoveringneedsand recommending solutions

• FINRA Series 7 & 66 licensed and holdappropriate stateregistrations OR ability toacquireSeries 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 togetheradditionalclient 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

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

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. And ourbenefit programsare designed to helpyouand your family strike the right balance.We offer training in-branch regionally nationally andvirtually tohelp 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 planningallowsyou 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