Fidelity
Investment Consultant - Greensboro, NC
Greensboro, NC · Full-time
No sponsorshipDetected 1 day ago
Communication
About the role
- Your good judgment and keen product knowledge will guide you.
- In this role you will work directly with clients to help them make investment decisions that are in their best interest.
Responsibilities
- By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs.
- This will develop a lasting impact on their financial future.
- Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
Requirements
- The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Interpersonal skills and ability to grow relationships are exemplary
Skills
- Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment
Compensation
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Benefits
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Company info
- Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically.
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
- And our benefit programs are built to help you and your family strike the right balance.
- We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business.
- You will not fail due to a lack of training or onboarding.
- You joined the financial services industry to make a difference in the lives of your clients.
- At Fidelity, we have a relentless commitment to our clients.
- Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.
- We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
- Please note this role requires in-person attendance in the assigned Branch location.
- Note: Fidelity will not provide immigration sponsorship for this position.
- Fidelity's 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.
Visa & Work Authorization
- Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.