Investment Portfolio Specialist

3 weeks ago

Paramus, New Jersey, United States Fidelity TalentSource LLC Full time
Job Overview

Fidelity Investments is a leader in the financial services industry, dedicated to strengthening the financial well-being of our clients. As an Investment Consultant, you will play a pivotal role in helping individuals and families achieve their investment goals. This position offers a unique opportunity to work directly with clients, providing personalized guidance and support to help them make informed investment decisions.

About the Role

In this role, you will develop and implement customized financial plans using Fidelity's comprehensive planning tools and products. You will engage with existing clients and warm leads, leveraging your expertise to provide tailored solutions that meet their unique needs. With a focus on building long-term relationships, you will cultivate a deep understanding of each client's goals, risk tolerance, and financial objectives.

Key Responsibilities
  • Develop and present customized financial plans to clients, highlighting potential investment opportunities and strategies.
  • Analyze clients' financial situations, identifying areas for improvement and recommending tailored solutions.
  • Nurture and grow relationships with clients, delivering exceptional customer service and ensuring their ongoing satisfaction.
  • Stay up-to-date on market trends, product offerings, and regulatory requirements, applying this knowledge to inform client recommendations.

Required Skills and Qualifications

To succeed in this role, you will possess a strong foundation in finance, including a comprehensive understanding of various investment solutions, products, and services. Your excellent interpersonal and communication skills will enable you to build trust with clients, while your ability to analyze complex financial situations will drive informed decision-making. A Series 7 & 63 license, or the ability to acquire one quickly, is preferred, as is a degree and/or professional certifications such as a CFP.

Benefits

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to support associates and their families, promoting a healthy work-life balance. Additionally, we provide training in-branch, regionally, nationally, and virtually to help you develop all aspects of your business.

What We Offer

Fidelity is committed to creating a workplace that values diversity, equity, and inclusion. We believe in fostering a culture where associates feel valued, respected, and empowered to contribute their best work. Our hybrid working model blends the benefits of onsite and offsite work experiences, allowing associates to thrive in a flexible and dynamic environment.

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