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Financial Consultant - West Hartford, CT

Fidelity · Connecticut

📍 West Hartford, CTvia workday
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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 & 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; 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   Note: Fidelity is not providing immigration sponsorship for this position   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   Fidelity’s 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. Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales 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.

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