Financial Consultant- Franklin, TN - College Grove - Fidelity Investments

    Fidelity Investments
    Fidelity Investments College Grove

    2 weeks ago

    Description

    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 our benefit programs are 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 07 - FINRA

    Category:

    Sales

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

  • Financial Consultant- Franklin, TN

    2 weeks ago

    Fidelity Investments Antioch

    Job Title: Financial Consultant · About the Role · You will engage face-to-face with customers, offering guidance and personalized planning. · ...

  • Investment Consultant Franklin, TN

    1 month ago

    Only for registered members Franklin Full time

    You joined the financial services industry to make a difference in the lives of your clients. · ...

  • Investment Consultant Franklin, TN

    1 month ago

    Only for registered members Franklin, TN

    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. · ...

  • Financial Consultant- Franklin, TN

    2 weeks ago

    Fidelity Investments Smyrna

    Please join a team that is a stable industry leader 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. · Previous success in building relationships,FINRA Series 7 & 63 license ...

  • Financial Consultant- Franklin, TN

    1 day ago

    Fidelity Investments Spring Hill

    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. · ...

  • Financial Consultant- Franklin, TN

    1 day ago

    Fidelity Investments Franklin

    About this Job · Join Fidelity Investments as a Financial Consultant to deepen relationships with existing clients and create complex financial plans. · Bachelor's degree or higher · ...

  • Investment Consultant Franklin, TN

    1 month ago

    Only for registered members Franklin, TN

    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. · Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and s ...

  • Financial Consultant- Franklin, TN

    1 day ago

    Fidelity Investments Columbia

    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. · ...

  • Financial Consultant- Franklin, TN

    2 weeks ago

    Fidelity Investments Fairview

    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. · ...

  • Financial Consultant- Franklin, TN

    2 weeks ago

    Fidelity Investments Nashville

    Financial Planning Made Easy · Focusing on building deep client relationships and creating personalized financial plans allows for a fulfilling career as a Financial Consultant with Fidelity. · The Role · Achieve success by developing strong connections with clients, identifying ...

  • Financial Consultant- Franklin, TN

    1 month ago

    Only for registered members Franklin, TN

    + Financial Consultant · + Job Description: 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 · + Resp ...

  • Financial Consultant- Franklin, TN

    2 weeks ago

    Fidelity Investments Murfreesboro

    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. · ...

  • Financial Consultant- Franklin, TN

    3 days ago

    Only for registered members Hermitage

    Join Fidelity in Franklin, TN to deepen relationships with existing clients · and create complex financial plans. · Engage face-to-face with customers offering guidance and personalized planning while extending the reach of the firm's brand. · ...

  • Paid Media Specialist 2

    1 month ago

    Only for registered members Nashville, TN

    We are looking for a Paid Media Specialist 2 for our EveryDollar team. · This person will play a vital role in expanding our reach to others through creating and executing on campaigns meant to meet people where they are at. · ...

  • Online Sales Consultants (130)

    1 month ago

    Only for registered members Franklin OTHER

    Responsible for timely follow up of all Internet leads with the goal of scheduling in person appointments in communities, coordinates all electronic marketing efforts and responsible for accuracy of information on website. · ...

  • Sales Professional

    3 days ago

    Only for registered members Franklin Full time $60,000 - $350,000 (USD)

    +Job SummaryMoon Valley Nurseries is looking for a Sales Representative who enjoys the selling process, demonstrates the ability to close sales confidently, and exhibits excellent customer interaction abilities. · +Provide exceptional service throughout the customer's experience. ...

  • Greenway Kia Franklin

    1 month ago

    Only for registered members Franklin Full time

    We're looking for a go-getter to play key roles in our sales Department We offer an excellent career path. · Greet customers to provide assistance through selection process · ...

  • Greenway Kia Franklin- Service Advisor

    1 month ago

    Only for registered members Franklin Full time

    We are looking for a motivated automotive dealership Service Advisor to join our team The ideal candidate is a high energy individual who is looking for an opportunity to gain experience and learn from a dedicated team of mentors. · ...

  • Business Sales Engineer

    1 month ago

    Only for registered members Franklin, TN

    The Sales Engineer is a technical partner to our Enterprise and SMB Account Executives. This position will translate customer requirements into the right telecom and internet solutions, build technical confidence with prospects, and support the sales process from discovery throug ...

  • Bookkeeper

    3 weeks ago

    Only for registered members Nashville

    We're hiring an experienced Bookkeeper to join our team in Franklin, Tennessee. · ...

Jobs
>
College Grove