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Investment Consultant

2 months ago

Johnson City, Tennessee, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity Investments is a leading financial services company that empowers individuals and institutions 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 values and objectives.

The Role:

You will work closely with clients to understand their financial needs and goals, and provide personalized investment solutions that meet their unique circumstances. This will involve leveraging Fidelity's comprehensive range of products and services, as well as your own expertise and knowledge of the financial markets.

Key Responsibilities:

  • Develop and implement customized investment plans for clients, taking into account their risk tolerance, financial goals, and time horizon.
  • Provide ongoing support and guidance to clients, helping them to navigate the complexities of the financial markets and make informed investment decisions.
  • Collaborate with other Fidelity professionals to ensure that clients receive a comprehensive and integrated financial solution.
  • Stay up-to-date with market trends and developments, and apply this knowledge to provide clients with expert advice and guidance.

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 is committed to providing a supportive and inclusive work environment that allows our associates to thrive. 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.

About Fidelity:

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.