Financial Accountant responsible for month end close, compliance reporting and financial analysis for Australian operations. Collaborating with US teams and ensuring adherence to reporting standards across regions.
SF
Hybrid Financial Consultant
Posted last month
About the role
- Financial Consultant at Fidelity engaging with clients for personalized financial planning and investment solutions. Supporting clients to meet their retirement goals with a commitment to exceptional customer experience.
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning
- Extend the reach of the firm's brand
- Support clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Mentor and support customers as they look to reach their retirement goals
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- 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
- Extensive knowledge of investment solutions
- 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
Benefits
- Competitive total rewards package
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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