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Financial Consultant 1- Franklin, TN

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 13 days ago

No clicks

**Financial Consultant 1 in Franklin, TN:** Transition into financial services with Fidelity's paid FC Acceleration Program. Responsibilities include building client relationships, providing personalized financial plans, and obtaining Series 7 & 66 licenses. Ideal candidates possess 5+ years of sales experience, enthusiasm for learning investment products, and a commitment to delivering exceptional customer experiences. Enjoy comprehensive training, coaching, and generous compensation throughout the program.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Job Description:

Are you ready to use your life experience to make a bigger impact?

Is it time to explore new challenges and acquire new skills? If youre considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.

  • Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients

  • Structured study sessions working to obtain your Series 7 & Series 66 licenses

Whether youre new to the industry or returning to a career in financial services, youll receive

  • Customized coaching and development for a career in financial planning

  • Generous, predictable compensation throughout the program

Starting over or starting again - let us support you.

Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Experience Were Looking For

  • 5 or more years of successful sales experience in another industry

  • Keen ability to present complex solutions or products to a sophisticated client base

  • Degree and/or other professional certifications highly preferred, but not required

  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

The Skills You Bring

  • Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future

  • You are comfortable working in an energetic sales environment

  • Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive

  • Motivated by results, you take initiative and exceed expectations

Note: Fidelity is not providing immigration sponsorship for this position

The Value You Deliver

  • Supporting our client 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

  • Continue to make a positive impact on your community while honing your professional skills and experience

How Your Work Impacts the Organization

Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelitys brand. At Fidelity, youll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. Youll be making a difference while moving your career in an exciting new direction!

Certifications:

Series 07 - FINRA

Category:

Sales

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.

Apply

All fields are required.

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 more balance you have, the better you can achieve your goals.

Benefits

Company overview

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 accommodations@fmr.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.

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 a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. 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, phencyclidine.

AI Guidelines

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

Return to job search

Financial Consultant 1- Franklin, TN

Compensation

Not specified

City: Not specified

Country: United States

Fidelity Investments logo
Asset Management

13 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Financial Consultant 1 in Franklin, TN:** Transition into financial services with Fidelity's paid FC Acceleration Program. Responsibilities include building client relationships, providing personalized financial plans, and obtaining Series 7 & 66 licenses. Ideal candidates possess 5+ years of sales experience, enthusiasm for learning investment products, and a commitment to delivering exceptional customer experiences. Enjoy comprehensive training, coaching, and generous compensation throughout the program.

Full Job Description

Job Description:

Are you ready to use your life experience to make a bigger impact?

Is it time to explore new challenges and acquire new skills? If youre considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.

  • Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients

  • Structured study sessions working to obtain your Series 7 & Series 66 licenses

Whether youre new to the industry or returning to a career in financial services, youll receive

  • Customized coaching and development for a career in financial planning

  • Generous, predictable compensation throughout the program

Starting over or starting again - let us support you.

Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Experience Were Looking For

  • 5 or more years of successful sales experience in another industry

  • Keen ability to present complex solutions or products to a sophisticated client base

  • Degree and/or other professional certifications highly preferred, but not required

  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

The Skills You Bring

  • Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future

  • You are comfortable working in an energetic sales environment

  • Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive

  • Motivated by results, you take initiative and exceed expectations

Note: Fidelity is not providing immigration sponsorship for this position

The Value You Deliver

  • Supporting our client 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

  • Continue to make a positive impact on your community while honing your professional skills and experience

How Your Work Impacts the Organization

Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelitys brand. At Fidelity, youll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. Youll be making a difference while moving your career in an exciting new direction!

Certifications:

Series 07 - FINRA

Category:

Sales

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.

Apply

All fields are required.

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 more balance you have, the better you can achieve your goals.

Benefits

Company overview

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 accommodations@fmr.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.

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 a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. 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, phencyclidine.

AI Guidelines

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

Return to job search