Financial Consultant – Stamford, CT Position Available In Western Connecticut Planning Region, Connecticut

Job Description:

Job Description:

With your extraordinary knowledge andincomparable integrity, we know that clients invest their trust inyou. Join a team that also invests in you with key product andservice offerings, sophisticated technology and a premierinvestment platform. Here, you will build long-term, dedicatedrelationships with customers by bringing them peace of mind as youguide them through wealth management and retirement planningstrategies The Expertise We’re Looking For FINRA Series 7 & 63required prior to hire Series 65 and/or 66 and state registrationsrequired within 3 months of hire Experience with High Net Worthclients A CFP is preferred if you don’t already have your CFP, ourTuition Reimbursement program can help you with classes to obtainit The Purpose of Your Role We fully support you with an openarchitecture product platform and top resources in the financialindustry, while you nurture relationships with an existing clientbase. Your keen focus, motivational skills and leadership qualitiesare prime attributes as you provide the appropriate investmentsolutions to existing clients and help expand the acquisition ofnew customers. The Skills You Bring You demonstrate a deepunderstanding of financial markets, and can effectively simplifycomplex financial concepts while building rapport and credibilitywith highly valued clientele Remarkable knowledge of investmentproducts Ability to thoughtfully introduce your clients todifferent investment strategies and bring together additionalclient assets while engaging in positive, client-centereddiscussions Collaborating with multiple business partners allowsyou to craft an unsurpassed customer experience and meet theclient’s broad range of investment needs The Value You Deliver Nolonger spending time on cold calls and sourcing new clients, youare able to make an impact in the lives of your clients throughdeepening relationships and complex financial planning Yourintegrity, insights, interpersonal skills and meticulous planningallows you to mentor and support your customers as they look toreach their retirement goals Educating customers on the technologyand channels available to them to better monitor, maintain, andhandle their investments Our Investments in You We believe it isimportant to approach life holistically. Fidelity’s greatestadvantage is our people so our benefit programs(opens in a new tab)are designed to help you and your loved ones strike the rightbalance. Sound too good to be true? See for yourself and learn moreabout our benefits offerings: We offer a competitive total rewardspackage, including a stable base salary, to recognize associateachievements Click to hear from a few of our associates about theoutstanding benefits Fidelity offers: Benefits at FidelityInvestments(opens in a new tab) Click here for a story about how weare helping our employee’s payback their student loan debt(opens ina new tab) How Your Work Impacts the Organization Working in ourInvestor Center, you will engage face-to-face with your customers,offering mentorship and personalized planning, while helping extendthe reach of the firm’s brand. Backed by Fidelity’s openarchitecture, you’re able to provide comprehensive investmentguidance and sustain long-lasting relationships. We will provideyou the support of a well-rounded team of professionals, unlimitedaccess to some of the best resources and tools in the industry, anda top compensation package with excellent benefits. While you formrelationships here, you will also be building your career!

Certifications:

Certified Financial Planner ® / CFP

• IssuingAuthority, Series 07
• FINRA, Series 63
• FINRA, Series 65
• FINRA,Series 66

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FINRA Category:

Sales Fidelity’s hybrid working modelblends the best of both onsite and offsite work experiences.

Working onsite is important for our business strategy and ourculture. We also value the benefits that working offsite offersassociates. Most hybrid roles require associates to work onsiteevery other week (all business days, M-F) in a Fidelity office.