Full-Time

Investment Consultant

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Entry, Junior

Grand Blanc, MI, USA

Hybrid role requiring onsite work every other week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 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
Responsibilities
  • Develop financial plans customized to the needs of mass affluent clients
  • Engage with existing clients
  • Cultivate relationships and provide investment solutions
  • Provide needs-based mentorship to mass affluent customers
  • Contribute to the long-term growth and retention of Fidelity assets
  • Effectively engage clients through personal interactions
Desired Qualifications
  • Comprehensive understanding of various investment solutions
  • Being coachable, collaborative, and curious
  • Outstanding consultative selling and organizational skills
  • Taking initiative and exceeding expectations in a team-based, fast-paced environment

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement