Investment Consultant

1 day ago


Farmington Hills, Michigan, United States Fidelity TalentSource LLC Full time
About the Role

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 developing financial plans tailored to the needs of our mass affluent clients.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Degree and/or other professional certifications such as a CFP are helpful
The Skills You Bring
  • A comprehensive understanding of various investment solutions and the ability to educate customers on their values and differences
  • Outstanding consultative selling and organizational skills
  • Being coachable, collaborative, and curious
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it's essential to approach life holistically. We offer 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.

The Value You Deliver
  • Providing needs-based mentorship to mass affluent customers and contributing to the long-term growth and retention of Fidelity assets
  • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

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