Financial Consultant - Dayton, OH at Fidelity in Beavercreek, OH

Job description

• Note: Fidelity will not provide immigration sponsorship for this position.
• Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning
• Help expand the reach of the firm's brand
• Nurture relationships with an existing client base
• Introduce clients to different investment strategies and bring together additional client assets

Requirements

• Proven 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
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions
• Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Skills

Required

• FINRA Series 7 & 66 licensed
• Hold appropriate state registrations
• Ability to acquire Series 66 upon hire
• Proven success in building relationships
• Present complex solutions
• Build rapport and credibility
• Client-centered discussions
• Coachable
• Collaborative
• Curious
• Passion for seeing others thrive
• Motivated by results

Preferred

• Degree or equivalent experience
• Other professional certifications
• CFP

Benefits

• 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.
• 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. You will not fail due to a lack of training or onboarding!