Investment Consultant - Cary, NC

Fidelity Investments Careers; Cary (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Onsite working model

Training in-branch and virtual

Job summary

Fidelity Investments Inc. seeks a client-focused financial professional to craft customized financial plans for existing clients, using Fidelity's tools and guidance resources.

You will engage warm leads and leverage planning resources to propose investments that fit clients’ goals, growing relationships with a local advisor. The role emphasizes proactive outreach, strong communication, and the ability to thrive in a fast-paced environment while onsite and supported by training across branches

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Use Fidelity planning tools to guide financial discussions and recommend solutions.
• Leverage technology to prepare for and conduct efficient 1:1 meetings.
• Grow client relationships through proactive outreach and referrals to wealth partners.
• Degree or professional certifications are beneficial; tuition reimbursement for CFP or similar.
• Strong knowledge of investment solutions and ability to explain differences to clients.
• Strong interpersonal skills and ability to build relationships.
• Take initiative and exceed expectations with clients.
• Outstanding communication and consultative skills in a fast-paced environment.

Responsibilities

• Develop customized financial plans for existing clients using Fidelity tools.
• Engage with warm leads and existing clients to propose investment solutions.
• Guide clients toward actions aligned with their long-term financial goals.
• Collaborate with local advisor to grow relationships.
• Provide excellent client service in a fast-paced environment.

Skills

Series 7 & 66 licenses

Financial planning discussions

Tech-enabled appointments

Relationship building

Proactive outreach

Excellent communication

Education

Bachelor's degree or equivalent

CFP or equivalent credentials beneficial

Tools

Fidelity planning tools

Job description

Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgement and keen product knowledge will guide you. 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. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.