Investment Solutions Specialist

3 weeks ago


Thousand Oaks, California, United States Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a skilled Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, 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 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.
  • Grow relationships through proactive outreach and seek to understand clients' goals and objectives.

Requirements

  • Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
  • Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each.

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.



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