Investment Consultant

2 weeks ago


Thousand Oaks, California, United States Fidelity Investments 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 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 tools and expertise.
  • Engage with clients to understand their financial goals and objectives, and provide tailored investment solutions to meet their needs.
  • Utilize Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
  • Leverage technology to prepare for and conduct efficient one-on-one appointments with clients.
  • Grow relationships with clients through proactive outreach and referrals to wealth management partners.
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.
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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, helping people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.


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