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Personal Financial Consultant

Company: Fidelity Investments
Location: New Haven
Posted on: May 18, 2020

Job Description:

Job Description:Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills?-- If you're considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you!-- Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products?---- Do you value you the importance of having a sound financial plan?-- We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales.-- In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.

  • Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
  • Structured study sessions working to obtain your Series 7 & Series 66 licensesWhether you're new to the industry or returning to a career in financial services, you'll receive--
    • Customized coaching and development for a career in financial planning
    • Generous, predictable compensation throughout the programStarting over or starting again - let us support you.Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.--The Experience We're Looking For
      • 5 or more years of successful sales experience in another industry
      • Keen ability to present complex solutions or products to a sophisticated client base
      • Degree and/or other professional certifications highly preferred, but not requiredThe Skills You Bring
        • Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
        • You are comfortable working in an energetic sales environment
        • Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
        • Motivated by results, you take initiative and exceed expectationsThe Value You Deliver
          • Supporting our client 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
          • Continue to make a positive impact on your community while honing your professional skills and experienceHow Your Work Impacts the OrganizationWorking in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You'll be making a difference while moving your career in an exciting new direction!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Field Client Relationship Manager, Billing and Posting Clerk, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Personal Financial Consultant, Accounting, Auditing , New Haven, Connecticut

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