Financial Consultant - Berkeley, CA

If you no longer want to spend your time sourcing new clients and would rather focus on deepening relationships and creating complex financial plans, join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business unmatched in the industry. We empower professional growth, flexibility, and support to enable long-term success for you and our clients.

About the Role

Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning while helping extend the firm's brand. We support you with an open-architecture product platform and top resources in the financial industry as you nurture relationships with an existing client base.

Requirements

• Previous success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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
• Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position.

Skills

• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious mindset
• 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

Responsibilities

• Mentor and support customers as they work toward their retirement goals through integrity, insights, interpersonal skills, and meticulous planning
• Provide comprehensive investment solutions and retirement plans to meet client needs both now and in the future
• Engage clients through personal interactions, leveraging strong interpersonal communication and relationship-building skills
• Maintain a steadfast commitment to clients while making a positive impact in the community

Benefits

• Competitive total rewards package, including a stable base salary to recognize associate achievements
• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career
• Training provided in-branch, regionally, nationally, and virtually to support all aspects of your business

Pay

The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package; the offer may also include bonus or other variable compensation depending on position and eligibility.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications: Series 07 - FINRA, Series 66 - FINRA