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Financial Consultant – Richmond, VA

Fidelity Investments

This is a Full-time position in Glen Allen, VA posted February 22, 2021.

Job Description:n nFidelity Investments” Racial Equity & Diversity Pledgen n”Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investmentsn nIt is time to explore new challenges in your careern nWith your outstanding integrity, we know that clients invest their trust in you.

Join a team that”s an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform.

We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.n nThe Expertise We”re Looking Forn n* Previous success in salesn* FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hiren* Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibilityn* Degree and/or other professional certifications are helpful; if you don”t already have a CFP or degree, our Tuition Reimbursement program can help you obtain onen nThe Purpose of Your Rolen nWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.n nThe Skills You Bringn n* Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsn* Being coachable, collaborative, and curious are your ”go to” attributesn* Committed to delivering an outstanding customer experience with a passion for seeing others thriven* Motivated by results and finding solutions, you take initiative and exceed customer expectationsn* Extensive knowledge of investment productsn nOur Investments in Youn nWe believe it is important to approach life holistically.

Our benefit programs are designed to assist you and your loved ones strike the perfect balance.

Sound too good to be true?

See for yourself and learn more about our benefits offerings:n n* Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investmentsn* Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

You will not fail due to a lack of training or onboarding!n nThe Value You Delivern n* No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plansn* Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsn* Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futuren* Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsn* You have a steadfast commitment to your clients while making a positive impact in the community.n nHow Your Work Impacts the Organizationn nWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm”s brand.

We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits.

While you form relationships here, you will also be building your career!n nWe believe in being #DifferentTogether.

Fidelity”s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.n nWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.n nCertifications:n nSeries 07
– FINRA, Series 66
– FINRAn nCompany Overviewn nAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit nFidelity Investments is an equal opportunity employer.n nFidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

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