Investment Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will develop customized financial plans and guide clients through investment decisions. You will use planning tools to present and implement suitable solutions, conduct efficient appointments, follow up with clients, proactively build relationships, and refer clients to wealth management partners when appropriate.
Requirements
- FINRA Series 7 and Series 66 licenses or the ability to acquire Series 66 upon hire
- Appropriate state registrations
- Knowledge of financial planning tools and investment solutions
- Ability to educate customers on investment solutions
- Client relationship management
- Communication skills
- Consultative skills
Responsibilities
- Develop customized financial plans
- Guide clients through investment decisions
- Present and implement solutions aligned with client needs
- Conduct one-on-one client appointments and follow-up planning
- Build client relationships through proactive outreach
- Refer clients to wealth management partners based on needs and financial complexity
Benefits
- Fully paid parental leave
- On-site health and wellness centers
- Tuition reimbursement