Investment Consultant
3 weeks ago
Fidelity Investments is seeking a skilled Investment Consultant to join our team. As a key member of our Investor Center, you will play a critical role in developing customized financial plans for our clients.
Key Responsibilities- Utilize Fidelity's guidance tools to engage in financial planning discussions and present solutions that meet client needs.
- Prepare for and conduct efficient one-on-one appointments to maximize client time and plan for post-appointment follow-up.
- Grow relationships through proactive outreach and seek to understand clients' goals and objectives, referring them to a wealth management partner as needed.
- Hold Series 7 & 63 licenses, with Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
- Possess a comprehensive understanding of various investment solutions and educate customers on their values and differences.
- Exemplary interpersonal skills and ability to grow relationships, taking initiative and exceeding expectations.
- Outstanding communication and consultative skills, thriving in a fast-paced work environment.
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.
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, and a background investigation will be conducted as part of the hiring process.
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Investment Consultant
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Investment Consultant
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