Investment Solutions Advisor

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Onsite work model

Tuition reimbursement

Comprehensive training

Stable base salary + rewards

Job summary

Fidelity is seeking an Investment Consultant to work in our Investor Center. You will develop customized financial plans for existing clients, guide investment decisions, and grow relationships with a dedicated local advisor.

Leverage Fidelity's planning tools and your product knowledge to present suitable solutions that align with client goals. The role emphasizes proactive client engagement, a consultative sales approach, and adherence to regulatory guidelines in a fast-paced environment.

Qualifications

• FINRA licenses or ability to acquire Series 66 on hire.
• Experience using planning tools to guide financial discussions.
• Strong interpersonal and communication skills.
• Bachelor's degree or certifications are beneficial.
• Willingness to work in an onsite environment.

Responsibilities

• Develop customized financial plans for existing Fidelity clients.
• Conduct one-on-one appointments to discuss investment options.
• Grow relationships with clients and refer to wealth management partners.
• Stay compliant with FINRA and firm guidelines.

Skills

FINRA Series 7 & 66

Client relationship building

Financial planning tools

Communication skills

Initiative & learning

Education

Bachelor's degree or equivalent

Tools

Fidelity planning tools

Job description

Fidelity is seeking an Investment Consultant to work in our Investor Center. You will develop customized financial plans for existing clients, guide investment decisions, and grow relationships with a dedicated local advisor.

Leverage Fidelity's planning tools and your product knowledge to present suitable solutions that align with client goals. The role emphasizes proactive client engagement, a consultative sales approach, and adherence to regulatory guidelines in a fast-paced environment.