Investment Consultant
3 weeks ago
Job Summary:
Fidelity TalentSource LLC is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.
About the Role:
In this role, you will be responsible for developing and implementing customized financial plans for clients using Fidelity's planning and guidance tools. You will also engage with existing clients and warm leads, providing investment solutions and growing relationships with a dedicated local advisor.
Key Responsibilities:
- Effectively utilize Fidelity's guidance tools to engage in financial planning discussions and present solutions that meet client needs.
- Leverage technology to prepare for and conduct efficient one-on-one appointments, making the best use of client time and planning for post-appointment follow-up.
- Grow relationships through proactive outreach, seeking to understand client goals and objectives and referring them to a wealth management partner based on needs and financial complexity.
- Hold Series 7 & 63 licenses; 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.
What We Offer:
Fidelity TalentSource LLC 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 also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
About Fidelity TalentSource LLC:
Fidelity TalentSource LLC 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Why Join Us:
At Fidelity TalentSource LLC, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We invite you to Find Your Fidelity at Fidelity Investments is an equal opportunity employer.
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