Job details

Financial Consultant - Bethesda, MD

Get a free resume review

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:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales

Average salary estimate

$65000 / YEARLY (est.)

min

max

$55000K

$75000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Consultant - Bethesda, MD, Fidelity Investments

If you are looking to take your career to the next level, consider the role of Financial Consultant at Fidelity in Bethesda, MD. This position is a fantastic opportunity to step away from the traditional hustle of sourcing new clients and focus on building lasting relationships with an existing client base. As part of a trusted industry leader, you'll engage directly with customers in our Investor Center, providing them with personalized financial planning and guidance that truly makes a difference. At Fidelity, we believe in empowering our employees by offering a robust support system, including access to top-tier financial resources and a flexible business model designed for your success. Your expertise in understanding client needs, coupled with your ability to skillfully recommend investment solutions, will help you thrive in this role. You'll need to be FINRA licensed, with Series 7 & 63 being essential, and obtaining Series 65 or 66 will be part of your onboarding. Additionally, presenting complex financial strategies in a way that builds rapport and confidence will be key to your success here. Not only do we offer a competitive salary ranging from $55,000 to $75,000, but at Fidelity, we also recognize and reward your hard work with comprehensive benefits designed to support you and your family, including tuition reimbursement to further your education. Our hybrid working model supports a healthy work-life balance, allowing you to work onsite and offsite as needed. Join us at Fidelity, where we are committed to both the professional and personal growth of our team members.

Frequently Asked Questions (FAQs) for Financial Consultant - Bethesda, MD Role at Fidelity Investments

What responsibilities does a Financial Consultant at Fidelity have?

As a Financial Consultant at Fidelity, you will be responsible for building relationships with existing clients and providing personalized financial planning. Your key duties will include understanding client needs, recommending investment strategies, and mentoring clients to help them achieve their retirement goals, all while leveraging Fidelity's robust support system.