Financial Consultant - Marin, CA

# Job Description: 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.

## The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning while helping extend the reach of the firms 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.

## The Expertise Were Looking For

• 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.
• Keen 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.

## The Skills You Bring

• 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 solutions.

> Note: Fidelity is not providing immigration sponsorship for this position.

## Our Investments in You Fidelitys greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package including a stable base salary to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

We offer 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.

## The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support your customers as they look to reach their retirement goals.
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future.
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship-building skills.
• You have a steadfast commitment to your clients while making a positive impact in the community.

## Compensation & Benefits The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include:

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

## Work Arrangement Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

## Legal & Regulatory Information Please be advised that Fidelitys 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.

## Certifications

• Series 7 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA

## Application Information Category: Sales

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### Benefits that balance life and work From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that the more balance you have, the better you can achieve your goals.

### Company Overview At Fidelity, we are passionate about 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 experience.

### Reasonable Accommodations 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 accommodationsfmr.com or by calling 800-835-5099 (prompt 2, option 3).

### Equal Opportunity Employer 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.

### Hybrid Work Schedule Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

### Applicant Screening 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:

• Criminal history
• Civil litigation
• Regulatory review
• Employment history
• Education
• Credit review

These investigations are role-dependent and will account for 7 years or more of history. 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, and phencyclidine.

### AI Guidelines Learn about our guidelines for use of AI when applying for a Fidelity job.

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