Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onCalifornia Avenue, Corona, Riverside County, California, 92877, United States
About the Role
If you prefer deepening relationships and crafting complex financial plans over sourcing new clients, this role offers a unique opportunity to join a stable industry leader. Working within our Investor Center, you will engage face-to-face with customers to offer personalized guidance and planning. You will leverage an existing client base and institutional feeders of business, supported by an open architecture product platform and top-tier resources in the financial industry.
Our Culture and Support
At Fidelity, we empower professional growth, flexibility, and support to enable long-term success for both our associates and our clients. We believe in approaching life holistically and are committed to ensuring you do not fail due to a lack of training or onboarding. We provide comprehensive training in-branch, regionally, nationally, and virtually to help you master all aspects of your business.
Application and Hiring Process
Please note that the application window closes when the position is filled or unposted. Fidelity is not providing immigration sponsorship for this position. The business is governed by various securities and financial regulations, including the Securities Exchange Act of 1934 and FINRA rules, which may restrict hiring individuals with certain criminal histories.
Work location
Work model: On-site
California Avenue, Corona, Riverside County, California, 92877, United States
Corona, California
Key Responsibilities
- check_circleEngage face-to-face with customers to offer guidance and personalized financial planning
- check_circleDeepen relationships with an existing client base to extend the firm's brand reach
- check_circleProvide comprehensive investment solutions and retirement plans to meet client needs
- check_circlePresent complex financial solutions to knowledgeable clients while building rapport
- check_circleIntroduce clients to various investment strategies and bring together additional assets
- check_circleMentor and support customers as they work toward their retirement goals
Requirements
- verifiedFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- verifiedDegree and/or other professional certifications (CFP preferred)
- verifiedNo immigration sponsorship provided
Nice to Have
Degree and/or other professional certifications, specifically a CFP.
Benefits & Perks
check_circleComprehensive health care coverage and emotional well-being supportcheck_circleMarket-leading retirement planscheck_circleGenerous paid time off and parental leavecheck_circleCharitable giving employee match programcheck_circleEducational assistance including student loan repaymentcheck_circleTuition reimbursement programcheck_circleLearning resources to develop your careercheck_circleTraining in-branch, regionally, nationally, and virtually
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
A Financial Consultant at Fidelity Investments is responsible for the following: Engage face-to-face with customers to offer guidance and personalized financial planning; Deepen relationships with an existing client base to extend the firm's brand reach; Provide comprehensive investment solutions and retirement plans to meet client needs; and Present complex financial solutions to knowledgeable clients while building rapport.
What are the requirements for this Financial Consultant role?expand_more
To qualify for the Financial Consultant at Fidelity Investments position, applicants should have: FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Degree and/or other professional certifications (CFP preferred); and No immigration sponsorship provided.
Where is the Financial Consultant role at Fidelity Investments located?expand_more
Financial Consultant at Fidelity Investments is based in California Avenue, Corona, Riverside County, California, 92877, United States. This is a on-site role.
Is this Financial Consultant job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Financial Consultant role as on-site.
How much experience is required for this Financial Consultant role?expand_more
Candidates for Financial Consultant at Fidelity Investments should have mid level.
What skills do you need for the Financial Consultant role at Fidelity Investments?expand_more
Key skills for Financial Consultant at Fidelity Investments include Series 7; Series 66; Series 63; and CFP.
What category does the Financial Consultant role belong to?expand_more
Financial Consultant at Fidelity Investments is part of the sales job category on Recrutus.