Wealth Management Consultant

Company: Fidelity Investments
Location: Wake Forest
Posted on: September 21, 2023

Job Description:

Job Description:Are you ready to use your experience to make a bigger impact? -Is it time to explore new challenges and acquire new skills? -Fidelity recognizes the value in your professional experience and the various skills you bring to the table. This is a unique opportunity for licensed associates to join an enhanced, structured learning program specifically designed to help you transition into a role focused on financial planning. - In the Accelerated Advisor program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new advisor position.

• Robust and formal learning schedule both virtually and in a classroom, to develop the skills you need to build meaningful relationships with clients
• Customized coaching and development for a career in financial planning
• Competitive, predictable compensation throughout the programThis is a paid position where you will work as a National Investor Center employee* in one of our regional centers, connecting with clients via phone or Zoom and leading them on a path of financial security. Upon successful completion of this program, associates will be eligible for promotion to a traditional Financial Consultant role, salary grade, and compensation structure.*National Investor Center employees are expected to adhere to a regional center dynamic working schedule.The -Experience -We're Looking For
  • Previous success in a sales role OR aptitude to excel in a sales environment
  • FINRA Series 7 & 63 licensed associates looking to apply their experience in new ways
  • Keen ability to present complex solutions or products to a sophisticated client base
  • Degree and/or other professional certifications, such as the CFP, are helpfulAssociates who have been in a planning & advice, engagement, or sales role for at least a one year may have higher likelihood of success in the FCI programThe -Skills -You Bring
    • Eager to learn about various investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
    • 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 solutionsThe -Value -You Deliver
      • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future.
      • Effectively engaging clients through virtual interactions, reflecting your interpersonal communication and relationship building skills
      • Continuing to make a positive impact on your community while honing your professional skills and experiencePlease see below for the salary range for work locations in Colorado only:N/APlease see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/APlease see below for the salary range for work locations in California only:N/APlease see below for the salary range for work locations in Washington only:N/ACertifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany OverviewFidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients. -We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to -Find Your Fidelity -at -.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
        We welcome those with experience in jobs such as Bilingual Customer Service , Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Raleigh , Wealth Management Consultant, Executive , Wake Forest, North Carolina