Investment Consultant - Paramus, NJ

Fidelity Investments; Paramus (NJ); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm as an Investment Consultant, where your expertise will make a significant impact on clients' financial futures. In this dynamic role, you will leverage your knowledge of investment solutions to develop tailored financial plans, engaging with a dedicated local advisor to enhance client relationships. With a focus on professional growth and flexibility, this position offers a unique opportunity to thrive in a supportive environment. If you are passionate about helping clients achieve their financial goals and enjoy working in a collaborative setting, this is the perfect role for you.

Benefits

Tuition Reimbursement

Competitive Salary

Comprehensive Benefits Package

Training and Development Programs

Qualifications

• Ability to educate clients on investment solutions and their differences.
• Proven track record in growing client relationships and providing tailored advice.

Responsibilities

• Develop customized financial plans for clients using Fidelity’s tools.
• Engage with existing clients to provide investment solutions and grow relationships.

Skills

Investment Solutions Knowledge

Interpersonal Skills

Communication Skills

Financial Planning

Education

Degree in Finance or Related Field

CFP Certification

Tools

Fidelity’s Guidance Tools

Job description

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Job Description

Investment Consultant

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.

The Purpose of Your Role

Working in our Investor Center, 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 sourcing new customers, you will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

• Effectively utilizing Fidelity’s guidance tools, engaging in financial planning discussions by presenting solutions and service offerings that meet client needs
• Leveraging technology to prepare for and conduct efficient appointments, and plan for follow-up
• Growing relationships through proactive outreach, understanding clients’ goals, and referring them to a wealth management partner based on needs and financial complexity
• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire
• Degree and/or professional certifications such as a CFP are helpful; our Tuition Reimbursement program can assist if you don’t already have one

The Skills You Bring

• Comprehensive understanding of investment solutions and ability to educate customers on their values and differences
• Exemplary interpersonal skills, initiative, and ability to grow relationships
• Outstanding communication and consultative skills, thriving in a fast-paced environment

Our Investments in You

We offer a competitive total rewards package, including a stable base salary, and benefits designed to help you and your family achieve balance. Training is provided at all levels to support your success.

The Value You Deliver

You will work directly with clients to help them make investment decisions in their best interest, utilizing Fidelity’s planning and guidance tools to make a lasting impact on their financial future.

Please note: This role requires in-person attendance at the assigned Branch location.

Certifications

• Series 07 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA

Category

Sales

Work Model

Fidelity’s hybrid model combines onsite and offsite work, typically requiring onsite presence every other week.