Investment Consultant

2 days ago


Naperville, Illinois, United States Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.

The Purpose of Your Role

As an Investment Consultant, you will work directly with clients to understand their financial goals and objectives, and provide personalized investment solutions to help them achieve their financial aspirations. You will leverage Fidelity's planning and guidance tools to present and implement solutions that best meet the client's needs.

Key Responsibilities

  • Develop and implement customized financial plans for clients using Fidelity's planning and guidance tools.
  • Provide personalized investment solutions to clients based on their financial goals and objectives.
  • Work closely with clients to understand their financial needs and provide tailored advice and guidance.
  • Collaborate with other Fidelity teams to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry trends and developments to provide the best possible advice and guidance to clients.

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 Investments

Fidelity Investments is a leading provider of financial services, offering a wide range of products and services to individuals, families, and institutions. We are committed to helping our clients achieve their financial goals and aspirations, and we are seeking talented professionals like you to join our team.



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