Job details

Financial Consultant - Toledo, OH

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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

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales

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.

Average salary estimate

$80000 / YEARLY (est.)

min

max

$60000K

$100000K

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What You Should Know About Financial Consultant - Toledo, OH, Fidelity Investments

Are you a Financial Consultant ready to transform how you work and connect with clients? At Fidelity in Toledo, OH, we’re looking for someone like you who is eager to deepen relationships and craft complex financial plans without the hassle of sourcing new clients constantly. Here, you'll be welcomed into a stable industry leader where we provide you with a robust client base and outstanding resources tailored to help you thrive. In this role, you'll engage face-to-face with clients at our Investor Center, offering them personalized guidance and financial strategies that truly reflect their needs. Imagine the satisfaction of working in an environment that encourages your professional growth while valuing flexibility. We support you with a comprehensive product platform, enabling you to nurture existing relationships and significantly impact your clients' financial journeys. To join us, you’ll need a solid foundation in relationship-building and financial expertise, along with the necessary FINRA licensing. With our unwavering support, including opportunities for ongoing education and training, you’ll not only meet client expectations but exceed them. At Fidelity, we pride ourselves on investing in our people and creating a balanced work life. If you want to make a difference in the lives of our clients while achieving your personal goals, why wait? Join us today and let’s navigate the future of finance together!

Frequently Asked Questions (FAQs) for Financial Consultant - Toledo, OH Role at Fidelity Investments

What responsibilities does a Financial Consultant at Fidelity in Toledo, OH have?

As a Financial Consultant at Fidelity in Toledo, OH, your primary responsibility is to engage with clients face-to-face, offering tailored financial advice and investment strategies. You will utilize an extensive existing client base, helping to build deeper relationships and provide comprehensive solutions that align with their financial goals.