Financial Consultant 1 - Peoria, AZ
On-site · Phoenix, Arizona, United States or Peoria, Arizona, United States
Job Summary
Financial Consultant in Fidelity's FC Acceleration Program in the Peoria/Phoenix area, a paid training pathway to become a full-time consultant. The program includes best-in-class training with classroom and branch sessions, structured study to obtain Series 7 & Series 66 licenses, customized coaching, and a focus on building client relationships by providing comprehensive investment solutions and retirement planning in a face-to-face, Investor Center setting. Responsibilities emphasize engaging clients, explaining investment products, delivering an outstanding customer experience, and pursuing a career in financial planning within a collaborative team. Certifications and regulatory context are noted (Series 7/66 training; FINRA/SEC/E.R.I.S.A. considerations), with a commitment to an inclusive, diverse workplace. The role is based in the Peoria/Phoenix, AZ area with in-person office collaboration.
Required Qualifications
- 5 or more years of successful sales experience in another industry
- Willingness to pursue Series 7 & Series 66 licenses (training provided)
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