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Investment Consultant
2 months ago
About the Role
Fidelity Investments is seeking a skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.
The Purpose of Your Role
Working closely with our clients, you will engage in financial planning discussions, presenting solutions and service offerings that best meet their needs. You will leverage technology to prepare for and conduct efficient one-on-one appointments, making the best use of the client's time and planning for post-appointment follow-up.
The Expertise We're Looking For
- Effectively utilizing Fidelity's guidance tools, you will engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
- Leveraging technology, you will prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up.
- Growing relationships through proactive outreach, you will seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
- 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
The Skills You Bring
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
- Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations.
- You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment.
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And 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.
The Value You Deliver
In this role, you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.
Please note that this role requires in-person attendance in the assigned Branch location.
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA
