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Investment Consultant
2 months ago
We are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.
Key Responsibilities- Develop and Implement Financial Plans: Work with clients to understand their financial objectives and develop customized financial plans that meet their needs.
- Provide Investment Guidance: Utilize Fidelity's planning and guidance tools to present and implement investment solutions that best meet the client's needs.
- Build and Maintain Client Relationships: Foster strong relationships with clients by providing exceptional customer service and proactive outreach.
- Stay Up-to-Date on Industry Developments: Stay current on industry trends and developments to provide the most effective investment advice and guidance to clients.
- Series 7 & 63 Licenses: Possess Series 7 and 63 licenses, or be able to acquire them quickly upon hire.
- Series 65 or 66 and State Registrations: Preferably hold Series 65 or 66 licenses and relevant state registrations.
- CFP or Degree: Hold a Certified Financial Planner (CFP) certification or a degree, or be willing to obtain one through Fidelity's Tuition Reimbursement program.
Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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.
About Fidelity TalentSource LLCFidelity TalentSource LLC is a leading provider of financial services. We have a relentless commitment to our clients and a stable industry leadership position. We empower professional flexibility, growth, and support, enabling long-term success for our clients and associates.
