Financial Consultant - Fairlawn, OH

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long‑term success for you and our clients.

As a Financial Consultant, you will engage face‑to‑face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm’s brand. We 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.

Working in our Investor Center, you will offer guidance and personalized planning and extend the firm’s brand to a stable client base.

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or ability to acquire Series 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

• Thoughtful introduction of clients to different investment strategies and bringing together additional client assets while engaging in client‑centered discussions
• Coachable, collaborative, and curious attributes
• Committed to delivering an outstanding customer experience with passion for seeing others thrive
• Motivated by results, taking initiative and exceeding customer expectations
• Extensive knowledge of investment solutions

Note:

Fidelity is not providing immigration sponsorship for this position.

Fidelity’s greatest advantage is our people. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Benefit programs are designed to help you and your family strike the right balance. Training is available in‑branch, regionally, nationally, and virtually to support all aspects of your business.

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers toward retirement goals
• Providing comprehensive investment solutions and retirement plans to meet clients’ needs now and in the future
• Effectively engaging clients through personal interactions, reflecting communication and relationship building skills
• A steadfast commitment to clients while making a positive impact in the community

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Some roles and locations require 100% onsite presence, while others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

• Series 07 – FINRA
• Series 66 – FINRA

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.