Investment Consultant

3 weeks ago


Marlton, New Jersey, United States Fidelity TalentSource LLC 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 existing clients and warm leads to provide ongoing investment advice and guidance.
  • 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 also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity

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@.


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