Investment Consultant - Troy, MI

Fidelity Investments; Troy (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking an Investment Consultant to develop financial plans for mass affluent clients in our Investor Center. You will focus on cultivating relationships and delivering tailored investment solutions, rather than sourcing new clients.

You will work with licensed professionals (Series 7/63 or 65/66 possible) and may pursue CFP or degree. The role emphasizes education, teamwork, and long-term client success, with onsite support and comprehensive training.

Qualifications

• Experience building client relationships and uncovering needs to recommend solutions.
• Strong ability to educate clients on investment options and their differences.
• Excellent consultative selling and organizational skills.
• Ability to thrive in a fast-paced, team-based environment and take initiative.

Responsibilities

• Develop financial plans for mass affluent clients through a wide range of solutions.
• Engage with existing clients to cultivate relationships and provide investment solutions.
• Deliver needs-based mentorship and expand Fidelity assets over time.

Skills

Relationship Building

Consultative Selling

Client Education

Interpersonal Skills

Education

FINRA Series 7 & 63

CFP or degree helpful

Job description

Job Description

Investment Consultant

Overview

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 financial plans customized to the needs of your mass affluent clients through a wide range of solutions and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

The Expertise We’re Looking For

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team‑based, fast‑paced environment you take initiative and exceed expectations

Our Investments in You

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 designed to help you and your family strike the right balance. We offer training in‑branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Providing needs‑based mentorship to mass affluent customers, and contributing to the long‑term growth and retention of Fidelity assets
• With our open architecture, you offer a wide broad range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship‑building skills

Note: Fidelity will not provide immigration sponsorship for this position.

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 63 - FINRA, Series 65 - 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.