Investment Consultant

4 weeks ago


Tucson, Arizona, United States Fidelity TalentSource LLC Full time

About the Role

This is a hybrid role that requires you to live in the Greater Tucson area and work in-person at our Tucson Investment Center each week.

Key Responsibilities

  • Develop customized financial plans for clients using Fidelity's planning tools and a wide range of products and services.
  • Engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor.
  • Effectively 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, and plan for post-appointment follow-up.
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity.

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.

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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.


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