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

Junior, Mid

Fort Myers, FL, USA

Requires in-person attendance in the assigned Branch location.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
  • Comprehensive understanding of various investment solutions
  • Outstanding communication and consultative skills
  • Ability to grow relationships and take initiative
Responsibilities
  • Develop customized financial plans through a wide range of products and services
  • Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
  • Prepare for and conduct efficient one-on-one appointments
  • Seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
  • Work directly with clients to help them make investment decisions that are in their best interest
Desired Qualifications
  • CFP or degree preferred
  • Ability to acquire necessary licenses quickly upon hire

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Users can also personalize their market experience with features like watch list visualization on the iPad, which allows them to track price changes and compare stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial 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