Financial Consultant - Arlington, VA jobs in United States
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Fidelity Investments · 11 hours ago

Financial Consultant - Arlington, VA

positionArlington, VA
timeFull-time
remoteHybrid
seniorityMid Level

Fidelity Investments is a stable industry leader seeking a Financial Consultant to engage with customers face-to-face, offering guidance and personalized financial planning. This role involves nurturing relationships with an existing client base while utilizing Fidelity's resources to provide comprehensive investment solutions and retirement plans.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning
Extend the reach of the firm's brand by 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
Provide comprehensive investment solutions and retirement plans to meet client needs

Qualification

FINRA Series 7FINRA Series 66Investment solutions knowledgeCertified Financial PlannerCoachableCuriousInterpersonal skillsRelationship buildingCustomer 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

Benefits

Competitive total rewards package
Tuition Reimbursement program

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

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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Recent News

Portfolio Adviser
Fidelity’s Tennant: Understanding your emotional biases is incredibly important
2026-01-20
DealStreetAsia
India reins in booming quick commerce over '10-minute' delivery claim
2026-01-16
IndiaTimes
Walmart's Flipkart, Swiggy drop 10-minute delivery claim in India
2026-01-16
Company data provided by crunchbase