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For Companies At a Glance
- Tasks: Engage with clients, offering personalised financial guidance and planning.
- Company: Fidelity Investments is a leading financial services firm focused on empowering client success.
- Benefits: Enjoy a competitive salary, flexible working options, and comprehensive training support.
- Why this job: Join a supportive team that values professional growth and community impact.
- Qualifications: Previous relationship-building experience; FINRA Series 7 & 63 licensed or ability to obtain Series 65/66.
- Other info: Hybrid work model with onsite requirements every other week.
The predicted salary is between 36000 - 60000 £ per year.
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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.
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.
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Sales
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Financial Consultant - Shrewsbury, MA employer: Fidelity Investments
Contact Detail:
Fidelity Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant - Shrewsbury, MA
✨Tip Number 1
Network with current or former Fidelity employees to gain insights into the company culture and expectations for the Financial Consultant role. This can help you tailor your approach during interviews and demonstrate your genuine interest in the position.
✨Tip Number 2
Familiarise yourself with Fidelity's investment products and services. Being knowledgeable about their offerings will allow you to engage in meaningful conversations during interviews, showcasing your ability to provide value to clients.
✨Tip Number 3
Prepare to discuss your previous experiences in building client relationships and how you've successfully identified and met their financial needs. Use specific examples to illustrate your skills and how they align with Fidelity's client-centric approach.
✨Tip Number 4
Stay updated on current market trends and financial regulations that may impact clients' investment strategies. This knowledge will not only impress interviewers but also demonstrate your commitment to providing informed advice to clients.
We think you need these skills to ace Financial Consultant - Shrewsbury, MA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial consulting and relationship building. Use keywords from the job description to demonstrate that you meet the qualifications Fidelity is looking for.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention specific experiences where you've successfully built relationships and provided tailored financial solutions.
Highlight Relevant Certifications: If you have any relevant certifications like FINRA Series 7, 63, 65, or 66, make sure to include them prominently in your application. If you are in the process of obtaining these, mention that as well.
Showcase Your Interpersonal Skills: Fidelity values interpersonal communication and relationship-building skills. Provide examples in your application that demonstrate your ability to engage clients effectively and deliver outstanding customer experiences.
How to prepare for a job interview at Fidelity Investments
✨Know Your Financial Products
Familiarise yourself with the range of investment solutions offered by Fidelity. Be prepared to discuss how these products can meet client needs and how you would present them to a knowledgeable client base.
✨Demonstrate Relationship-Building Skills
Prepare examples from your past experiences where you've successfully built relationships and uncovered client needs. Show how you can nurture existing client relationships while also being proactive in identifying new opportunities.
✨Showcase Your Coaching Ability
Highlight your coachable nature and willingness to learn. Discuss any past experiences where you collaborated with others or sought feedback to improve your performance, as this aligns with the company's values.
✨Prepare for Client-Centric Discussions
Think about how you would engage clients in positive, client-centred discussions. Prepare to share your approach to understanding their financial goals and how you would tailor your advice to help them achieve those goals.
