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Investment Consultant

2 months ago

Thousand Oaks, California, United States Fidelity TalentSource LLC Full time
Job Description:

Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their needs and objectives.

The Purpose of Your Role:

You will work closely with clients to develop customized financial plans, leveraging Fidelity's planning and guidance tools to provide tailored solutions. Your expertise will be essential in helping clients navigate the complexities of the financial markets and make informed decisions about their investments.

The Expertise We're Looking For:
  • Effective communication and interpersonal skills to build strong relationships with clients
  • Strong analytical and problem-solving skills to analyze client needs and develop effective solutions
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred
  • Degree and/or other professional certifications such as a CFP are helpful
The Skills You Bring:
  • Comprehensive understanding of various investment solutions and products
  • Excellent communication and consultative skills to educate clients on investment options
  • Ability to work independently and as part of a team to achieve business objectives
Our Investments in You:

Fidelity is committed to providing a comprehensive benefits package that supports the well-being of our associates. This includes a competitive total rewards package, training and development opportunities, and a supportive work environment that fosters growth and success.

The Value You Deliver:

As an Investment Consultant, you will have a direct impact on the financial well-being of our clients. By providing expert guidance and support, you will help clients achieve their financial goals and make informed investment decisions that align with their needs and objectives.

Please note that this role requires in-person attendance in the assigned Branch location.

The base salary range for this position is $56,000 - $82,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Note that the application window closes when the position is filled or unposted.

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Company Overview: Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help 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.

Join Us: At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At 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.

We invite you to Find Your Fidelity at 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