Financial Services, Asset Management, Investment Banking, Wealth Management

Financial Consultant - San Francisco, CA

San Francisco, CAOnsiteFull Time$60,000–$75,000 /yrPosted 1 month ago

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Required skills

FINRA Series 7
FINRA Series 66
investment solutions
client relationship management
financial planning
sales
customer experience

Nice to have

degree
state registrations

Role summary

Fidelity is seeking a Financial Consultant to work in their Investor Center in San Francisco. This role involves face-to-face client engagement, providing mentorship, personalized planning, and expanding the firm's brand reach. The position requires proven success in relationship building, needs uncovering, and solution recommendation. FINRA Series 7 & 66 licenses are required, or the ability to acquire them upon hire. The role emphasizes presenting complex solutions, building rapport, introducing investment strategies, and delivering an outstanding customer experience. A degree or equivalent experience is helpful, with tuition reimbursement available for CFP or degree acquisition. The position offers a stable base salary ($60,000 - $75,000) plus benefits and training.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

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.

The Expertise and Skills You Bring

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

The Team

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!

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. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $60,000 - $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.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

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

Category:

Sales

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