Investment Consultant

3 days ago

Albany, New York, United States Fidelity TalentSource LLC Full time
Job Opportunity:

Are you passionate about helping individuals achieve their financial goals? Do you have a strong understanding of investment solutions and a keen ability to grow relationships? We are seeking a highly motivated and skilled Investment Consultant to join our team at Fidelity Investments.

About the Role:

As an Investment Consultant, you will work directly with clients to develop customized financial plans using Fidelity's planning and guidance tools. You will engage in financial planning discussions, present solutions and service offerings, and leverage technology to prepare for and conduct efficient one-on-one appointments. Your expertise will be essential in growing relationships through proactive outreach, seeking to understand clients' goals and objectives, and referring them to a wealth management partner based on needs and financial complexity.

Requirements:

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each
• Exemplary interpersonal skills and ability to grow relationships
• Outstanding communication and consultative skills, and ability to thrive in a fast-paced work environment

What We Offer:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. 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. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

How to Apply:

Find your Fidelity at https://www.fidelity.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fidelity.com.

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