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    Investment Consultant - Farmington Hills, United States - Soteriare

    Soteriare
    Soteriare Farmington Hills, United States

    3 weeks ago

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    Investment Consultant - Farmington Hills, MI page is loaded

    Investment Consultant - Farmington Hills, MI

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    locations

    Farmington Hills, MI

    time type

    Full time

    posted on

    Posted 4 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 financial plans customized to the needs of your mass affluent clients through a wide range of solution and services.

    Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most:
    cultivating relationships and providing investment solutions.
    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

    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

    Being coachable, collaborative, and curious are your "go to" attributes

    Outstanding consultative selling and organizational skills

    In a team-based, fast paced environment you take initiative and exceed expectations

    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

    Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets

    With our open architecture, you offer a wide broad range of financial solutions

    Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

    Certifications:
    Series 0- FINRA, Series 6- FINRA, Series 6- FINRA Category: Sales

    Similar Jobs (1)

    Investment Consultant - Farmington Hills, MI

    locations

    Farmington Hills, MI

    time type

    Full time

    posted on

    Posted 11 Days Ago

    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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