Investment Consultant

2 weeks ago

Overland Park, 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:
Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Sales

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • Investments Operations Consultant

    4 days ago

    Orland Park, United States Fidelity Investments Full time

    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...

  • Trading Coordinator

    6 days ago

    Overland Park, United States Prime Capital Investment Advisors Full time

    We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the...

  • Trading Coordinator

    5 days ago

    Overland Park, United States Prime Capital Investment Advisors Full time

    We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the...

  • Trading Coordinator

    6 days ago

    Overland Park, United States Prime Capital Investment Advisors Full time

    We are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC truly cares about their clients and staff. Our standards are to be the very best and we are looking for people with the...

  • Investment Consultant

    4 weeks ago

    Orland Park, 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...

  • Planning Consultant

    1 week ago

    Overland Park, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...

  • Investment Consultant

    3 weeks ago

    Orland Park, United States Fidelity TalentSource LLC 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...

  • Lead Consultant, Acoustical

    5 days ago

    Overland Park, United States Ramboll US Corporation Full time

    Company DescriptionJob Description Are you excited about understanding, interpreting, and navigating complex policy issues? Are you motivated by creating sustainable change that benefits society and nature? Are you a curious and open-minded person? If this sounds like you, or you're curious to learn more, then this role could be the perfect opportunity. Join...

  • Lead Consultant, Acoustical

    5 days ago

    Overland Park, United States Ramboll Group AS Full time

    Hybrid position out of our Overland Park, KS office or remote opportunity. Are you excited about understanding, interpreting, and navigating complex policy issues? Are you motivated by creating sustainable change that benefits society and nature? Are you a curious and open-minded person? If this sounds like you, or you’re curious to learn more, then this...

  • Lead Consultant, Acoustical

    7 days ago

    Overland Park, United States Rambøll Full time

    Hybrid position out of our Overland Park, KS office or remote opportunity. Are you excited about understanding, interpreting, and navigating complex policy issues? Are you motivated by creating sustainable change that benefits society and nature? Are you a curious and open-minded person? If this sounds like you, or you’re curious to learn more, then this...

  • Lead Consultant, Air Quality

    6 days ago

    Overland Park, United States Ramboll Full time

    Are you excited about understanding, interpreting, and navigating complex policy issues? Are you motivated by creating sustainable change that benefits society and nature? Are you a curious and open-minded person?] Are you our new Air Quality Consultant? If this sounds like you, or you’re curious to learn more, then this role could be the perfect...

  • Investment Advisor Representative

    1 month ago

    Cedar Park, United States Rival Sourcing LLC Full time

    Job Duties •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new client acquisition •Advise clients on their...

  • Associate (2024): Investment Team

    1 week ago

    Menlo Park, California, United States Summit Partners Full time

    Who we areAt Summit Partners, our mission is to be the investment partner of choice for the very best companies and executive talent. With a history spanning four decades, Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare, and other growth industries including financial services,...

  • RN Lactation Consultant PRN

    2 days ago

    Overland, United States HCA Midwest Health Full time

    Description IntroductionDo you have the career opportunities as a(an) RN Lactation Consultant PRN you want in your current role? We invest in what matters most to nurses like you – at home, at work, and at every stage in your career. We have an exciting opportunity for you to join HCA Midwest Health which is a part of the nation’s leading provider of...

  • Bilingual Benefits Implementation Consultant

    2 weeks ago

    Winter Park, United States HUB International Full time

    INTERNATIONAL:HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management pro Implementation Consultant, Benefits, Bilingual, Implementation, Consultant, International

  • Planning Consultant

    1 month ago

    Highland Park, United States Fidelity Investments Full time

    **Planning Consultant**: As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of...

  • Account Manager

    1 week ago

    Overland Park, United States RiverPoint Group Full time

    RiverPoint is looking for an Account Executive to join our Kansas City team. The primary objective of this job is new business development. Core tasks of the job:Identify and develop a professional network of relevant contacts and nurture those relationships to drive revenue by analyzing client needs and closing business.Communicate information on client...

  • Account Manager

    1 week ago

    Overland Park, United States RiverPoint Group Full time

    RiverPoint is looking for an Account Executive to join our Kansas City team. The primary objective of this job is new business development. Core tasks of the job:Identify and develop a professional network of relevant contacts and nurture those relationships to drive revenue by analyzing client needs and closing business.Communicate information on client...

  • Account Manager

    1 week ago

    Overland Park, United States RiverPoint Group Full time

    RiverPoint is looking for an Account Executive to join our Kansas City team. The primary objective of this job is new business development. Core tasks of the job:Identify and develop a professional network of relevant contacts and nurture those relationships to drive revenue by analyzing client needs and closing business.Communicate information on client...

  • Planning Consultant

    3 weeks ago

    Highland Park, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and...