Investment Consultant - South Bend, IN

Fidelity Investments; South Bend (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in South Bend, IN is seeking a client-focused financial professional to work in our Investor Center. You will develop customized financial plans utilizing Fidelity’s products, services, and planning tools, guiding clients to make informed investment decisions.

You will engage with existing clients and warm leads, grow relationships with a local advisor, and present solutions that fit each client’s goals.

Qualifications

• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Leverage Fidelity’s guidance tools for financial planning discussions.
• Educate customers on investment solutions and their differences.

Responsibilities

• Develop customized financial plans for clients using Fidelity tools.
• Lead one-on-one appointments and follow-up planning with clients.
• Grow relationships by proactively engaging with existing clients and referrals.

Skills

Series 7/66

Financial planning

Client relations

Communication skills

CFP beneficial

Education

Bachelor's degree or equivalent

CFP desirable

Tools

Fidelity guidance tools

Job description

Job Description

Note: 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 judgment 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.