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Financial Advisor

Fidelity Investments

This is a Contract position in Townsend, DE posted May 19, 2021.

Job Description:At Fidelity, we help our clients and our associates achieve success through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with various resources to maximize and ensure successful client outcomes.As a Team Leader of Financial Consultants, you will lead a team of Advisors and Relationship Managers who provide advice to clients. Each Financial Consultant manages a book of clients to ensure their respective households have a financial plan with solutions that meet customized client needs.The Expertise We’re Looking ForWe ask that you have at least five years in a planning and relationship-based roleWe believe that three or more years of Leadership within a financial services environment will be integral to our successWe seek an active Series 7, 9/10 and 66 licensesThe Purpose of Your RoleOur mission is to provide our clients with outstanding service, a long-term relationship, and to ensure clients have a financial plan in place to reach their desired outcomes. We strive to drive business opportunities by building a strong planning and advisory team that will embrace the company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You BringOutstanding leadership skills and ability to coach and inspire your planning team to grow and developA passion for hiring, mentoring, and developing associatesInspired by a real passion for working collaboratively, improving efficiency, and fostering and implementing new insightsPositive demeanor, empowering business professionalism and strong work ethic with high level of integrityKnowledge of financial solutions and planningPartner with peers locally and nationally to maintain a culture of collaboration, success, and rewardExperience with regulatory and compliance practices and rulesThe Value You DeliverYou are a key leader in the Merrimack Regional Center and beyond. As someone who leads, recruits, and works closely with other parts of the organization, inclusive team building with diversity of thought process is critical to your success. Develop relationship acumen through dedicated mentoring and coaching.Mentor and develop Financial Consultants to deliver an outstanding experience to our clientsEncourage your team to drive outstanding planning conversations and long-lasting client relationshipsContribute to and influence a collaborative and inspiring team cultureEmpower the Financial Consultant team to build personalized plans that support their development towards career goalsBeing coachable, collaborative, and curious are your “go to” attributesCertifications:Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 63 – FINRA, Series 66 – FINRACOVID work policySafety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.Dynamic working – post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Learn More:  Dynamic WorkingCertifications:Series 07 – FINRACompany OverviewAt 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. Find your Fidelity at 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 Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 2. We welcome those with experience in jobs such as Staff Accountant, Field Client Relationship Manager, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

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