Financial Consultant- Little Rock, AR jobs in United States
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Fidelity Investments · 1 day ago

Financial Consultant- Little Rock, AR

positionLittle Rock, AR
timeFull-time
remoteHybrid
seniorityMid Level

Fidelity Investments is a stable industry leader in financial services, seeking a Financial Consultant to deepen client relationships and create complex financial plans. The role involves engaging with clients, providing personalized guidance, and utilizing a strong support system to help clients achieve their financial goals.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning
Nurture relationships with an existing client base
Introduce clients to different investment strategies
Mentor and support customers in reaching their retirement goals
Provide comprehensive investment solutions and retirement plans

Qualification

FINRA Series 7 & 63Investment solutions knowledgeSeries 6566 licensedRelationship buildingCoachableMotivated by resultsCustomer experience focusCollaborative

Required

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
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

Preferred

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

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

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase