Wealth Planner

We are currently seeking a Financial Consultant to join our team. If you are looking for a role where you can focus on building relationships and creating complex financial plans instead of constantly seeking new clients, then this is the opportunity for you. We offer a stable business model with an existing client base and institutional feeders of business that is unmatched in the industry. At our company, we prioritize your professional growth, flexibility, and support to ensure long-term success for both you and our clients.

As a Financial Consultant, you will have the opportunity to engage face-to-face with customers in our Investor Center. Your role will involve offering personalized guidance and planning while helping to extend the reach of our brand. You will be supported by an open architecture product platform and top resources in the financial industry, allowing you to nurture relationships with our existing client base.

• 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
• 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

• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions
• Being coachable, collaborative, and curious
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, with initiative and ability to exceed customer expectations
• Extensive knowledge of investment solutions

Our company values its people the most, and we believe in taking a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefit programs are designed to help you and your family strike the right balance. We provide comprehensive training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will receive all the necessary training and onboarding to ensure your success.

• Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support customers as they strive to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs now and in the future
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• Commitment to your clients and making a positive impact in the community

Required certifications: Series 07 - FINRA, Series 66 - FINRA

Our company is privately held with a mission to strengthen the financial well-being of our clients. We assist individuals in investing and planning for their future, help companies and non-profit organizations deliver benefits to their employees, and provide investment and technology solutions to institutions and independent advisors. Join us and build a meaningful career that positively impacts lives.

At our company, we offer endless opportunities for career growth and flexible benefits that support you through every stage of your career. We have been recognized as a Best Place to Work by our employees. We believe that diversity is important, and we strive to create an inclusive and welcoming culture. We provide accommodations for applicants with disabilities during the application process. Join our team and be a part of a safe and honest work environment.

Learn more and apply at fidelitycareers.com.

We are an equal opportunity employer and value honesty, integrity, and the safety of our employees and customers. Background checks and pre-employment drug screens are conducted for certain roles.

We welcome those with experience in jobs such as Payroll Specialist, Controller, and Financial Analyst in the Accounting and Finance field to apply.