Financial Services Professional
2 weeks ago
Fidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Develop customized financial plans for clients using a wide range of products and services.
- Engage with existing clients and warm leads to provide investment solutions and grow relationships.
- Effectively utilize Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
- Leverage technology to prepare for and conduct efficient one-on-one appointments and plan for post-appointment follow-up.
- Grow relationships through proactive outreach and seek to understand clients' goals and objectives.
- 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.
- Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each.
- Exemplary interpersonal skills and ability to grow relationships, with a focus on exceeding expectations.
- Outstanding communication and consultative skills, with the ability to thrive in a fast-paced work environment.
Fidelity TalentSource LLC is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join Our Team?As a member of our team, you will have the opportunity to work directly with clients to help them make investment decisions that are in their best interest. You will have a lasting impact on the client's financial future and be part of a company that values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
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