Investment Consultant

1 week ago

Princeton, United States Fidelity Investments Full time
Job Description:

Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We're Looking For
  • Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
  • Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up
  • Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity
  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
  • Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
  • You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
  • Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
  • You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment


Our Investments in You

Fidelity's 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

In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.

Please note this role requires in-person attendance in the assigned Branch location.

Certifications:
Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

  • Investment Consultant

    Found in: beBee S US - 1 week ago

    Princeton, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at...

  • Service Delivery Expert Sales, Technology Transformation

    1 week ago

    Princeton, United States CareerBuilder Full time

    319519BR **Service Delivery Expert Sales, Technology Transformation** Job Description In the role of Service Delivery Expert for Technology Transformation (TT, previously IT) in Sandoz USA, you will be given the opportunity to enable digital transformation and to work with senior Commercial business leadership in Sandoz USA to develop tech enabled business...

  • Director, HR Analytics

    7 days ago

    Princeton, United States Bristol-Myers Squibb Full time

    **Working with Us** Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms...

  • Service Delivery Expert Sales, Technology Transformation

    2 weeks ago

    Princeton, United States Novartis Group. Full time

    319519BR **Service Delivery Expert Sales, Technology Transformation** Job Description In the role of Service Delivery Expert for Technology Transformation (TT, previously IT) in Sandoz USA, you will be given the opportunity to enable digital transformation and to work with senior Commercial business leadership in Sandoz USA to develop tech enabled business...

  • Marketing Assistant

    2 weeks ago

    Princeton, United States Currie & Brown Full time

    Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice...

  • Marketing Assistant

    6 days ago

    Princeton, United States Currie & Brown Full time

    Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice...

  • Marketing Assistant

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Princeton, United States Currie & Brown Full time

    Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network.Our people, from the first-day apprentice...

  • Marketing Assistant

    2 hours ago

    Princeton, United States Currie & Brown Full time

    Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network.Our people, from the first-day apprentice...

  • Director, FP&A

    1 day ago

    Princeton, United States WIRB-Copernicus Group Full time

    ABOUT WCG: WCG's clinical solutions are built on a foundation of best-in-class clinical services companies. We deliver transformational solutions that stimulate growth, foster compliance, and maximize efficiency for those performing clinical trials. WCG is proud to serve individuals on the frontlines of science and medicine, and the organizations striving to...

  • Director, FP&A

    1 week ago

    Princeton, United States WIRB - Copernicus Group Full time

    ABOUT WCG: WCG's clinical solutions are built on a foundation of best-in-class clinical services companies. We deliver transformational solutions that stimulate growth, foster compliance, and maximize efficiency for those performing clinical trials. WCG is proud to serve individuals on the frontlines of science and medicine, and the organizations striving to...