Investment Consultant

• Develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools
• Engage with existing clients and warm leads
• 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

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
• Leveraging technology, you can 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 seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
• 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!
• 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

Degree and/or other professional certifications such as a CFP are helpful

• Tuition Reimbursement program
• competitive total rewards package
• stable base salary
• benefit programs designed to help you and your family strike the right balance
• training in-branch, regionally, nationally, and virtually
• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career