Financial Investment Consultant

2 weeks ago


Shrewsbury, Massachusetts, United States Fidelity TalentSource LLC Full time

Exciting Opportunity:

Financial Investment Consultant

Become a vital part of a leading financial services organization that is dedicated to empowering clients with exceptional investment solutions. At Fidelity TalentSource LLC, we emphasize the importance of nurturing long-term relationships with our clients and delivering customized financial strategies to help them realize their aspirations. We are committed to fostering professional development and flexibility to ensure success for both our team members and clients.

Role Overview

As a Financial Investment Consultant, you will collaborate closely with clients in our Investor Center to develop personalized financial strategies utilizing a diverse range of products and services. Your primary focus will be on enhancing existing client relationships and providing bespoke investment solutions, rather than continuously pursuing new clientele. This position offers the chance to work alongside a dedicated local advisor and significantly influence clients' financial trajectories.

Qualifications
  • Employ advanced tools to engage in financial planning discussions and propose appropriate solutions
  • Conduct one-on-one meetings efficiently using technology and plan for follow-up interactions
  • Cultivate relationships by understanding clients' needs and directing them to the right wealth management partner
  • Maintain necessary licenses such as Series 7 & 63, with a preference for Series 65 or 66 and state registrations
  • Professional certifications like CFP are advantageous, with support available through our Tuition Reimbursement program
Key Skills
  • Possess comprehensive knowledge of investment products and effectively articulate their advantages to clients
  • Excel in relationship building, taking initiative, and surpassing expectations
  • Exhibit outstanding communication and consulting skills in a dynamic environment
What We Offer

We prioritize the well-being of our associates by providing competitive compensation and benefits, alongside extensive training opportunities to promote professional growth. You will have access to the resources and support necessary to thrive in this role and positively impact clients' lives.

Impactful Role

As a Financial Investment Consultant, you will play a pivotal role in assisting clients in making informed investment choices that align with their best interests. By leveraging our planning tools and implementing tailored solutions, you will contribute to clients' long-term financial success.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

About Us

Fidelity TalentSource LLC is committed to enhancing clients' financial well-being through personalized investment strategies. We assist individuals, organizations, and advisors in achieving their financial objectives and provide innovative solutions to optimize their investments.

Experience the Difference

We are an equal opportunity employer dedicated to fostering a culture of inclusion and belonging to attract and retain a diverse workforce. We accommodate applicants with disabilities who require adjustments during the application process. Contact our HR Accommodation Team for assistance with accommodation requests.



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