Fidelity Investments · 1 day ago
Financial Consultant - Toledo, OH
Perrysburg, OH
Full-time
Hybrid
Mid LevelFidelity Investments is a stable industry leader in financial services, and they are seeking a Financial Consultant to work in their Investor Center. The role involves engaging with customers to provide personalized financial planning and investment solutions while nurturing existing client relationships.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Engage face-to-face with customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet clients' needs
Qualification
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
Tuition Reimbursement
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
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 StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-08
2026-01-08
Company data provided by crunchbase