Investment Consultant

4 weeks ago


Greensboro, North Carolina, United States Fidelity Investments Full time

Job Summary:

We are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.

Key Responsibilities:

  • Develop customized financial plans for clients using Fidelity's planning tools and expertise
  • Present and implement investment solutions that meet client needs
  • Build and maintain strong relationships with clients through proactive outreach and communication
  • Stay up-to-date on industry trends and regulatory changes to provide expert guidance to clients

Requirements:

  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred
  • Degree and/or other professional certifications such as a CFP are helpful
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet client needs

About Fidelity Investments:

Fidelity Investments is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals through our expertise and innovative solutions.

Why Join Fidelity:

We offer 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 also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.


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