Financial Consultant - Farmington Hills, MI

Fidelity Investments - Farmington Hills, MI

Full-time - Entry Level

Hybrid - Farmington Hills, MI

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Financial Consultant at Fidelity, you will engage directly with clients in our Investor Center, providing personalized financial planning and guidance. This role focuses on nurturing existing client relationships and leveraging Fidelity's extensive resources to deliver comprehensive investment solutions. You will be supported by a strong business model that includes an established client base and institutional referrals, allowing you to concentrate on deepening client relationships rather than sourcing new clients.

Responsibilities

• Engage face-to-face with customers to offer personalized financial planning and guidance.
• Support clients by providing comprehensive investment solutions and retirement plans.
• Build and maintain strong relationships with an existing client base.
• Present complex financial solutions to knowledgeable clients while building rapport and credibility.
• Utilize Fidelity's resources and open architecture product platform to meet client needs.

Requirements

• Previous success in building relationships and recommending financial solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex solutions to clients and build rapport.
• Degree and/or professional certifications are helpful; Tuition Reimbursement available for obtaining CFP or degree.
• Extensive knowledge of investment solutions.

Nice-to-haves

• Being coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience.
• Motivated by results and finding solutions.

Benefits

• Competitive total rewards package including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Flexible benefits that support work-life balance.