Investment Consultant

3 weeks ago


Villanova PA USA, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and motivated 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.
  • Leverage technology to prepare for and conduct efficient one-on-one appointments with clients.
  • 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 is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Fidelity

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe in building an enduring culture of inclusion and belonging, and we are committed to creating a workplace where everyone feels valued and respected.


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