Financial Investment Advisor

1 week ago

New Haven, Connecticut, United States Fidelity TalentSource LLC Full time



Job Overview:



Investment Consultant

In the financial services sector, your goal is to enhance the financial well-being of your clients. At Fidelity, we are dedicated to our clients and strive to make a meaningful impact. We invite you to be part of a reputable firm that prioritizes effective communication and relationship-building over mere transactions. Our environment fosters professional growth, flexibility, and support, paving the way for enduring success for both you and our clients.



Your Role's Purpose

As a member of our Investor Center, you will craft personalized financial strategies utilizing a diverse array of products and services, guided by your expertise and Fidelity's advanced planning tools. Rather than seeking new clientele, your focus will be on nurturing existing relationships and engaging with warm leads, allowing you to concentrate on delivering investment solutions and strengthening ties with a dedicated local advisor.



Qualifications We Seek
  • Utilizing Fidelity's comprehensive guidance tools, you will engage in financial planning dialogues, presenting tailored solutions and services that align with client needs.
  • By leveraging technology, you will prepare for and conduct efficient one-on-one meetings, ensuring optimal use of the client's time and planning for follow-up actions.
  • Through proactive outreach, you will cultivate relationships, understanding clients' goals and referring them to a wealth management partner based on their needs and financial intricacies.
  • Possession of Series 7 & 63 licenses; Series 65 or 66 and relevant state registrations are preferred, or the ability to obtain them promptly upon hiring.
  • A degree and/or professional certifications such as CFP are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in achieving this.

The Skills You Bring

  • You possess a thorough understanding of various investment options and can effectively educate clients on their respective benefits and distinctions.
  • Your interpersonal abilities and relationship-building skills are exceptional; you take initiative and consistently exceed expectations.
  • You demonstrate outstanding communication and consultative skills, thriving in a dynamic work environment.


Our Commitment to You

At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate accomplishments. Our benefit programs are designed to help you and your family achieve a balanced lifestyle. We provide extensive training opportunities in-branch, regionally, nationally, and virtually to support you in all facets of your role. You will have the resources needed to succeed.



The Impact You Make

In this position, you will collaborate directly with clients to assist them in making informed investment choices that serve their best interests. By adeptly navigating Fidelity's planning and guidance tools, and implementing solutions tailored to the client's needs, you will leave a lasting impression on their financial future.



Certifications Required:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held organization committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Our Values

At Fidelity, you will discover countless opportunities to cultivate a fulfilling career that positively influences the lives of others, including your own. We provide flexible benefits that support you at every stage of your career, empowering you to excel both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been honored by our employees as a top workplace. You do not need a finance background to thrive at Fidelity; we offer various learning opportunities to help you build the career you envision.

Commitment to Diversity

Fidelity is an equal opportunity employer. We believe that attracting, developing, and retaining a diverse workforce is best achieved by fostering a culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.

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