Work from home - Financial Consultant - Berkeley, CA Job at Fidelity Investments, Berkeley, CA

cERKdDNEcjdhdURhMVNLNEN3SVdvVXNy
  • Fidelity Investments
  • Berkeley, CA

Job Description

Job Description:

Financial Consultant

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.

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. 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.

The Expertise We’re Looking For

  • 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

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
  • 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

Our Investments in You

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 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!

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
The base salary range for this position is $55,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales

Job Tags

Work experience placement,

Similar Jobs

American Express Global Business Travel

Specialized Executive Travel Consultant (Providence) Job at American Express Global Business Travel

 ...Amex GBT is a place where colleagues find inspiration in travel as a force for good and through their work can make an impact on our industry. Were here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued... 

Insight Global

Business Solutions Consultant Job at Insight Global

 ...Job Description Day-to-Day As a Business Solutions Consultant at a Big 5 Bank, you will collaborate closely with various teams to drive efficiency and cost optimization across multiple business areas. The mandate of this role will focus on sizing and solutioning... 

Inova Health System

OB/GYN Job at Inova Health System

As Inova Health is expanding our Womens Health services, we are seeking a dynamic *OB/GYN Physician *to join our team in Falls Church, Virginia! This role will be full-time. *Sign-on bonus and relocation assistance available.* The practice offers a diverse range of... 

Whataburger

Category Manager- Building Materials and Services Job at Whataburger

The Category Manager is a key role within an organization's procurement function, responsible for overseeing and managing a specific group of goods or services, also known as a category. The Category Manager's main objective is to optimize the procurement of goods and ...

Turning Stone Enterprises

Recycling and Sustainability Coordinator Job at Turning Stone Enterprises

 ...including Environmental Services, Facilities, Hospitality, Supply Chain, and more, to identify and implement opportunities for resource conservation, solid waste reduction, and environmental stewardship. The Recycling and Sustainability Coordinator will be responsible for...