Financial Consultant- Brea, CA

About the role

Working in our Investor Center, you will engage face-to-face with clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand.

Responsibilities

• Build relationships and uncover client needs
• Recommend and present complex investment solutions
• Engage in positive, client-centered discussions
• Introduce clients to different investment strategies and bring together additional client assets
• Coachable, collaborative, and curious
• Commit to delivering an outstanding customer experience

Requirements

• Proven success in building relationships and uncovering needs
• Ability to acquire Series 66 upon hire
• FINRA Series 7 & 66 license and appropriate state registrations
• Education or equivalent experience and/or professional certifications (CFP or degree)
• Committed to delivering an outstanding customer experience
• Motivated by results and finding solutions
• Takes initiative and exceeds customer expectations

Qualifications

• Extensive knowledge of investment solutions

Skills

• Proven relationship-building skills
• Ability to present complex solutions
• Positive, client-centered communication
• Thoughtful introduction of investment strategies
• Collaborative and coachable attitude
• Motivation to achieve results

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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. 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. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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.

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.