Financial Consultant - Roseville, CA

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; Provide 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; Bring together additional client assets; Engage in positive, client-centered discussions

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; 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; Series 07 - FINRA; Series 66 - FINRA

Nice to have

Degree or equivalent experience; other professional certifications; CFP

Benefits

Comprehensive health care coverage; Emotional well-being support; Market-leading retirement; Generous paid time off; Parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources; Training in-branch, regionally, nationally, and virtually