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Investment Consultant
2 months ago
Fidelity TalentSource LLC is seeking a highly skilled 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 products and services.
- Utilize Fidelity's guidance tools to engage in financial planning discussions and present solutions that best meet client needs.
- Leverage technology to prepare for and conduct efficient one-on-one appointments, and plan for post-appointment follow-up.
- Grow 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.
- Stay up-to-date on industry trends and developments, and maintain Series 7 & 63 licenses, with Series 65 or 66 and appropriate state registrations preferred.
- A comprehensive understanding of various investment solutions, and the ability to educate customers on the values and differences of each.
- Exemplary interpersonal skills and ability to grow relationships, taking initiative and exceeding expectations.
- Outstanding communication and consultative skills, thriving in a fast-paced work environment.
Fidelity TalentSource LLC is a leading provider of financial services, committed to helping our clients achieve their financial goals. 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.
Why Join Fidelity TalentSource LLC?In this role, you will have the opportunity to work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
