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Investment Consultant
2 months ago
Job Summary:
Fidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. 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 investment products and services.
- Utilize Fidelity's planning and guidance tools to present solutions and service offerings that best meet client needs.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners based on client needs and financial complexity.
- Stay up-to-date on industry trends and developments to provide clients with the most effective investment solutions.
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:
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A range of benefits to meet your evolving needs and help you live your best life at work and at home.
About Fidelity TalentSource LLC:
Fidelity TalentSource LLC is a leading provider of financial services and investment solutions. We are committed to helping our clients achieve their financial goals and live their best lives. Our team is dedicated to providing exceptional service and expertise to our clients, and we are seeking a highly skilled Investment Consultant to join our team.
