Investment Consultant - Paramus, NJ

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

Job summary

An established industry player is seeking an Investment Consultant to join their team in Paramus. In this role, you will leverage your expertise to develop customized financial plans, focusing on existing clients and warm leads. With a commitment to professional growth and a supportive environment, you will utilize advanced planning tools to provide tailored investment solutions. This position emphasizes building lasting relationships and delivering exceptional client service. Join a firm that values your contributions and offers a competitive rewards package, extensive training, and a hybrid working model that fosters both collaboration and flexibility.

Benefits

Tuition Reimbursement

Comprehensive Training Programs

Competitive Total Rewards Package

Qualifications

• Proficiency in financial planning discussions and investment solutions.
• Ability to educate clients on investment values and differences.

Responsibilities

• Develop customized financial plans for clients using Fidelity's tools.
• Engage with existing clients and provide tailored investment solutions.

Skills

Investment Solutions Understanding

Interpersonal Skills

Communication Skills

Consultative Skills

Education

Bachelor's Degree

CFP Certification

Tools

Fidelity’s Guidance Tools

Job description

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, allowing you to focus on providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

• Effectively utilizing Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that meet client needs.
• Using technology to prepare for and conduct efficient one-on-one appointments, optimizing the client’s time, and planning 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.
• Holding Series 7 & 63 licenses; Series 65 or 66 and appropriate state registrations are preferred or ability to acquire quickly upon hire.
• Having a degree and/or professional certifications such as a CFP is helpful; our Tuition Reimbursement program can assist in obtaining these if not already acquired.

The Skills You Bring

• A comprehensive understanding of various investment solutions, with the ability to educate customers on their values and differences.
• Exemplary interpersonal skills and relationship growth capabilities; proactive and exceeding expectations.
• Outstanding communication and consultative skills; thrive in a fast-paced environment.

Our Investments in You

Fidelity’s greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, and benefits designed to help you and your family achieve balance. We provide extensive training at various levels—branch, regional, national, and virtual—to support your growth. You will not lack for training or onboarding!

The Value You Deliver

In this role, you will work directly with clients to help them make informed investment decisions that serve their best interests. By effectively using Fidelity’s planning and guidance tools, and presenting tailored solutions, you will make a lasting impact on their financial futures.

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

Fidelity’s hybrid working model combines onsite and offsite work. Onsite presence is important for our culture and strategy, typically requiring associates to work onsite every other week (Monday to Friday) in a Fidelity office.