Investment Consultant - Alexandria, United States - Soteriare

Description

Investment Consultant - Alexandria, VA page is loaded

Investment Consultant - Alexandria, VA

Apply

locations

Alexandria, VA

time type

Full time

posted on

Posted 2 Days Ago

job requisition id


Job Description:
Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients.

Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.

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

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools.

Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most:
providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We're Looking For

Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up

Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity

Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire

Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

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

In this role you will work directly with clients to help them make investment decisions that are in their best interest.

By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.

Please note this role requires in-person attendance in the assigned Branch location.

Certifications:
Series 0- FINRA, Series 6- 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