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Fidelity Investments · 21 hours ago

Financial Consultant - Lehigh Valley, PA

Center Valley, PA

Full-time

Hybrid

Mid Level

Fidelity Investments is a stable industry leader in financial services, seeking a Financial Consultant to engage with customers and offer personalized financial planning. The role involves nurturing relationships with an existing client base and providing comprehensive investment solutions to help clients achieve their retirement goals.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning

Extend the reach of the firm's brand while nurturing relationships with an existing client base

Introduce clients to different investment strategies and bring together additional client assets

Deliver an outstanding customer experience with a passion for seeing others thrive

Mentor and support customers as they look to reach their retirement goals

Provide comprehensive investment solutions and retirement plans to meet clients' needs

Qualification

FINRA Series 7FINRA Series 66Investment solutions knowledgeClient relationship buildingCoachableCuriousCustomer experience focusCollaborative

Required

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

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