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Investment Consultant
2 months ago
We are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.
Key Responsibilities- Develop and implement customized financial plans for clients using Fidelity's planning and guidance tools.
- Present and implement investment solutions that best meet the client's needs, leveraging your knowledge of various investment products and services.
- Engage with existing clients and warm leads to build strong relationships and grow your client base.
- Stay up-to-date on industry trends and developments to provide the best possible advice to clients.
- Series 7 & 63 licensed; 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 clients on their values and differences.
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
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 to help invest their clients' money.
We are committed to creating a diverse and inclusive workplace where our associates can thrive and grow. If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.
