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    Financial Consultant - Naples, United States - Soteriare

    Soteriare
    Soteriare Naples, United States

    3 weeks ago

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    Description
    Financial Consultant - Naples, FL page is loaded

    Financial Consultant - Naples, FL

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    locations

    Naples, FL

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id


    Job Description:
    Financial Consultant


    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

    Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.

    At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
    The Purpose of Your Role


    Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.

    We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

    The Expertise We're Looking For

    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
    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
    The Skills You Bring

    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
    Our Investments in You

    Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
    The Value You Deliver

    Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
    Supporting our clients 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
    You have a steadfast commitment to your clients while making a positive impact in the community

    Certifications:
    Series 0- FINRA, Series 6- FINRA Category: Sales Fidelity's working model

    blends the best of working offsite with maximizing time together in person to meet associate and business needs.

    Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    About Us


    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

    We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

    For information about working at Fidelity, visit
    Fidelity Investments is an equal opportunity employer.
    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

    To initiate a request for an accommodation please contact the following:

    For roles based in the US: Contact the HR Leave of

    Absence/Accommodation

    Team by sending an email to

    ,

    or by calling , prompt 2, option 2

    For roles based in Ireland:
    Contact

    For roles based in Germany:
    Contact A

    #J-18808-Ljbffr
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