Financial Consultant - New Haven, CT at Fidelity Investments

New Haven, Connecticut, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

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
CFP preferred (Tuition Reimbursement program available if not held)
Deep understanding of financial markets
Remarkable knowledge of investment products
Ability to simplify complex financial concepts
Strong rapport-building and credibility with high-value clientele
Ability to introduce investment strategies and gather additional client assets
Collaboration skills with business partners
Hybrid work schedule (onsite every other week, M-F in Fidelity office)

Responsibilities

Build long-term relationships with customers through wealth management and retirement planning
Provide appropriate investment solutions to existing clients
Expand acquisition of new customers
Nurture relationships with an existing client base
Simplify complex financial concepts and engage in client-centered discussions
Collaborate with business partners to craft customer experiences and meet investment needs
Deepen client relationships through complex financial planning
Mentor and support clients in reaching retirement goals
Educate customers on technology and channels for monitoring and managing investments
Engage face-to-face with customers offering mentorship and personalized planning
Provide comprehensive investment guidance backed by open architecture platform

Skills

FINRA Series 7

FINRA Series 63

Series 65

Series 66

CFP

High Net Worth Clients

Wealth Management

Retirement Planning

Financial Markets

Investment Products

Financial Planning

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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