Financial Consultant - New Haven, CT

Job Description :

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We're Looking For

FINRA Series 7 & 63 required prior to hire

Series 65 and / or 66 and state registrations required within 3 months of hire

Experience with High Net Worth clients

A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

Remarkable knowledge of investment products

Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs

The Value You Deliver

No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

Our Investments in You

We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings :

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

Click to hear from a few of our associates about the outstanding benefits Fidelity offers : Benefits at Fidelity Investments(opens in a new tab)

Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Certifications :

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

Category : Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.