Investment Consultant
1 week ago
About the Role
We are seeking a skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.
Key Responsibilities
- Develop and implement customized financial plans for clients using Fidelity's planning and guidance tools.
- Present and implement solutions that best meet the client's needs, leveraging your knowledge of various investment solutions.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners.
- Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with relevant laws and regulations.
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 TalentSource LLC is committed to providing a supportive and inclusive work environment that fosters growth and development. We offer 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.
About Fidelity TalentSource LLC
Fidelity TalentSource LLC is a leading provider of financial services, dedicated to helping individuals and institutions achieve their financial goals. We are proud to be a part of the Fidelity Investments family, with a mission to strengthen the financial well-being of our clients.
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