Investment Consultant
2 weeks ago
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 a wide range of products and services.
- Utilize Fidelity's guidance tools to engage in financial planning discussions and present solutions that best meet client needs.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners.
- Stay up-to-date on industry trends and developments to provide expert advice 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.
What We Offer
Fidelity Investments offers 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join Fidelity Investments
We believe in empowering our associates to succeed and grow in their careers. As an Investment Consultant at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are passionate about helping our clients achieve their financial goals.
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