Jobs · Finance · Pennsylvania

Financial Consultant - South Hills, PA

Fidelity Investments · Pittsburgh, PA · 1 mo ago
On-siteFinanceFull-time

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
  • 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

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

Pay

Note: Fidelity is not providing immigration sponsorship for this position

Schedule

Fidelity’s investments in you include a competitive total rewards package, including a stable base salary, to recognize associate achievements. Training in-branch, regionally, nationally, and virtually is also provided to help you with all aspects of your business. This transition does not apply to fully remote roles.

Benefits

Note: Fidelity is not providing immigration sponsorship for this position

Pay

Note: Fidelity is not providing immigration sponsorship for this position

Category

Sales

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