Client-Focused Investment Consultant

Fidelity Investments Inc.; Clearwater (FL); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Fidelity Investments Inc. is seeking an Investment Consultant to work with clients in our Investor Center, developing tailored financial plans and guiding investment decisions.

You will focus on existing clients and warm leads, using Fidelity’s guidance resources to present suitable solutions and grow lasting relationships. You will collaborate with a local advisor, leveraging planning tools to deliver guidance that aligns with each client’s goals while maintaining a high standard of service and

Qualifications

• FINRA licenses required or ability to obtain Series 66 upon hire.
• Proficient in Fidelity’s planning tools and guidance resources.
• Excellent communication and relationship-building abilities.

Responsabilités

• Develop customized financial plans using a wide range of products and Fidelity’s planning tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions that best fit client needs.
• Help clients make informed decisions aligned with their financial goals.

Connaissances

FINRA licenses (Series 7 & 66)

Communication skills

Relationship building

Interpersonal skills

Formation

Bachelor's degree or equivalent

Outils

Fidelity planning tools

Description du poste

Fidelity Investments Inc. is seeking an Investment Consultant to work with clients in our Investor Center, developing tailored financial plans and guiding investment decisions.

You will focus on existing clients and warm leads, using Fidelity’s guidance resources to present suitable solutions and grow lasting relationships. You will collaborate with a local advisor, leveraging planning tools to deliver guidance that aligns with each client’s goals while maintaining a high standard of service and