Investment Consultant

2 days ago


New Haven, Connecticut, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. 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 Investment Strategies: Work with clients to understand their financial objectives and develop customized investment plans to help them achieve their goals.
  • Provide Expert Investment Advice: Utilize your knowledge of various investment solutions to educate clients on the values and differences of each, and provide recommendations tailored to their individual needs.
  • Build and Maintain Client Relationships: Foster strong relationships with clients through proactive outreach, regular communication, and exceptional customer service.
  • Stay Up-to-Date on Industry Developments: Stay current on market trends, economic conditions, and regulatory changes to provide clients with the most informed investment advice possible.
Requirements
  • Series 7 & 63 Licenses: Possess Series 7 and 63 licenses, or be able to acquire them quickly upon hire.
  • Strong Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Comprehensive Knowledge of Investment Solutions: Have a thorough understanding of various investment solutions, including stocks, bonds, mutual funds, and other investment products.
What We Offer

Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also provide training and development opportunities to help you succeed in your role and advance your career.



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