Investment Expert Partner
2 weeks ago
Fidelity Investments is a leader in the financial services industry, dedicated to empowering individuals and institutions to achieve their long-term goals. As an Investment Consultant at Fidelity, you will play a vital role in helping clients make informed investment decisions that align with their unique needs and objectives.
About the Role
This position offers a rewarding opportunity to work directly with clients, providing personalized investment guidance and solutions that cater to their individual circumstances. You will leverage Fidelity's extensive range of products and services, as well as your own expertise and judgment, to develop customized financial plans that meet the evolving needs of your clients.
Key Responsibilities
- You will engage with existing clients and warm leads, utilizing Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
- Leveraging technology, you will prepare for and conduct efficient one-on-one appointments to maximize client time, while also planning for post-appointment follow-up.
- Growing relationships through proactive outreach, you will seek to understand clients' goals and objectives, referring them to a wealth management partner based on their needs and financial complexity.
Requirements and Qualifications
To succeed in this role, you will require: Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire; A comprehensive understanding of various investment solutions, enabling you to educate customers on the values and differences of each; Excellent interpersonal skills and ability to grow relationships, taking initiative and exceeding expectations; Outstanding communication and consultative skills, thriving in a fast-paced work environment;
What We Offer
Fidelity is committed to investing in its associates' growth and development. As an Investment Consultant, you can expect:A competitive total rewards package, including a stable base salary; Training in-branch, regionally, nationally, and virtually to help you excel in all aspects of your business; A supportive team environment, where you can build lasting relationships with colleagues and contribute to a culture of excellence.
Impact and Opportunities
In this role, you will have a lasting impact on clients' financial futures by effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet their needs. With a focus on building strong relationships and delivering exceptional results, you will be empowered to take ownership of your career and drive success in a dynamic and supportive environment.
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