Wealth & Investment Consultant (Mass Affluent)

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

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.