Financial Consultant - San Francisco, CA at Fidelity Investments

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

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 (helpful; Tuition Reimbursement program available if not held)
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Coachable, collaborative, and curious attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, taking initiative and exceeding customer expectations
Extensive knowledge of investment solutions

Responsibilities

Engage face-to-face with customers in the Investor Center, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Mentor and support customers as they reach their retirement goals using integrity, insights, interpersonal skills, and meticulous planning
Provide comprehensive investment solutions and retirement plans to meet clients' needs both now and for the future
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Make a positive impact in the community with a steadfast commitment to clients

Skills

Key technologies and capabilities for this role

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66CFPfinancial planninginvestment strategiesclient relationship managementsales

Questions & Answers

Common questions about this position

What licenses are required for the Financial Consultant role?

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations are required, or the ability to acquire Series 65/66 upon hire.

Is this Financial Consultant position remote or in-office?

The role is in-office, working face-to-face with customers in our Investor Center in San Francisco, CA.

What compensation and benefits does Fidelity offer Financial Consultants?

Fidelity offers a competitive total rewards package, including a stable base salary to recognize achievements, and benefit programs designed to help balance work and family life.

What is the company culture like at Fidelity for this role?

Fidelity empowers professional growth, flexibility, and support, with extensive training in-branch, regionally, nationally, and virtually, ensuring you won't fail due to lack of onboarding.

What skills make a strong candidate for the Financial Consultant position?

Previous success in building relationships, uncovering needs, recommending solutions, extensive knowledge of investment solutions, and being coachable, collaborative, curious, and client-focused are key.

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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