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Investment Consultant
2 months ago
About the Role
Fidelity TalentSource LLC is seeking a highly skilled and motivated Investment Consultant to join our team. 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 a wide range of investment products and services.
- Utilize Fidelity's planning and guidance tools to engage in financial planning discussions and present solutions that best meet client needs.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners based on client needs and financial complexity.
- Stay up-to-date on industry trends and developments to provide clients with the most effective investment solutions.
Requirements
- 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 the values and differences of each.
- Exemplary interpersonal skills and ability to grow relationships, with a focus on exceeding client expectations.
- Outstanding communication and consultative skills, with the ability to thrive in a fast-paced work environment.
What We Offer
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A stable industry leader with a relentless commitment to our clients, empowering professional flexibility, growth, and support.
About Fidelity TalentSource LLC
Fidelity TalentSource LLC is a leading provider of financial services, 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.
