Investment Consultant

Job Description:

Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

The Expertise We’re Looking For

• Previous success in building relationships, uncovering needs and recommending solutions

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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

• Being coachable, collaborative, and curious are your "go to" attributes

• Outstanding consultative selling and organizational skills

• In a team-based, fast paced environment you take initiative and exceed expectations

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important 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. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets

• With our open architecture, you offer a wide broad range of financial solutions

• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Sales

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.