Financial Consultant - Upper West Side, NY

Fidelity will not provide immigration sponsorship for this position.

About the role

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.

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.

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning while helping extend the firm's brand.
• Nurture relationships with an existing client base.
• Support clients by providing comprehensive investment solutions and retirement plans to meet their needs now and for the future.
• Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship‑building skills.
• Mentor and support customers as they look to reach their retirement goals.

Requirements

• 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.

Skills

• Ability to thoughtfully introduce 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.

Benefits

• Competitive total