Financial Consultant 1 - Peoria, AZ
Fidelity Investments
Job Description: Are you ready to use your life experience to make a bigger impact? Is it time to explore new challenges and acquire new skills? If you're considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.
The Experience We're Looking For
Series 07 - FINRA Category: Sales
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.
- Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
- Structured study sessions working to obtain your Series 7 & Series 66 licenses
- Customized coaching and development for a career in financial planning
- Generous, predictable compensation throughout the program
The Experience We're Looking For
- 5 or more years of successful sales experience in another industry
- Keen ability to present complex solutions or products to a sophisticated client base
- Degree and/or other professional certifications highly preferred, but not required
- Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
- You are comfortable working in an energetic sales environment
- Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
- Motivated by results, you take initiative and exceed expectations
- Supporting our client 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
- Continue to make a positive impact on your community while honing your professional skills and experience
Series 07 - FINRA Category: Sales
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.
Vacancy posted 4 days ago
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