Financial Consultant- Memphis, TN

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.

The Expertise We’re Looking For

• 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

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
• 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

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
• You have a steadfast commitment to your clients while making a positive impact in the community

Our Investments in You

• A competitive total rewards package, including a stable base salary, to recognize associate achievements
• Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business

Our Investments in You - Continued

• Benefit programs are designed to help you and your family strike the right balance

The Fidelity Investments Model

Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.

Our Onsite Working Model

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

Note: Fidelity is not providing immigration sponsorship for this position

Legal Information

Note: 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.