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Investment Consultant

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Fidelity Investments

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Location:
United States , Indianapolis

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

You will 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

Job Responsibility:

  • Develop customized financial plans through a wide range of products and services
  • Engage with existing clients and warm leads
  • Utilize Fidelity’s guidance tools to engage in financial planning discussions
  • Prepare for and conduct efficient one-on-one appointments
  • Grow relationships through proactive outreach
  • Work directly with clients to help them make investment decisions

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

Nice to have:

  • CFP certification
  • Degree
What we offer:
  • Tuition Reimbursement program
  • Competitive total rewards package
  • Training in-branch, regionally, nationally, and virtually

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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