Investment Consultant

Job Summary:

Fidelity Investments is a leading financial services company that offers a range of investment and planning solutions to individuals and institutions. We are seeking a highly skilled Investment Consultant to join our team and help our clients achieve their financial goals.

About the Role:

As an Investment Consultant, you will work closely with our clients to understand their financial needs and goals, and provide personalized investment advice and solutions. You will be responsible for developing and implementing customized financial plans, using a wide range of products and services, and leveraging Fidelity's planning and guidance tools.

Key Responsibilities:

• Develop and implement customized financial plans for clients, using a wide range of products and services.
• Provide personalized investment advice and solutions to clients, using Fidelity's planning and guidance tools.
• Work closely with clients to understand their financial needs and goals, and provide tailored solutions.
• Stay up-to-date with market trends and developments, and provide clients with expert advice and guidance.
• Collaborate with other Fidelity teams to ensure seamless delivery of services 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.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

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. You will not fail due to a lack of training or onboarding.

Why Join Fidelity:

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Equal Opportunity Employer:

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.