Investment Consultant
5 days ago
Fidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.
Key Responsibilities- Financial Planning: Effectively utilize Fidelity's guidance tools to engage in financial planning discussions, presenting solutions and service offerings that best meet client needs.
- Client Relationships: Grow relationships through proactive outreach, seeking to understand clients' goals and objectives, and referring them to a wealth management partner based on needs and financial complexity.
- Product Knowledge: Have a comprehensive understanding of various investment solutions and educate customers on the values and differences of each.
- Communication Skills: Possess outstanding communication and consultative skills, thriving in a fast-paced work environment.
- Licenses and Certifications: Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
- Education: 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.
Fidelity Investments 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.
Why Join Fidelity InvestmentsIn 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.
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