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 work with existing clients and warm leads to develop customized financial plans and implement investment solutions. You will use planning tools and technology for client appointments, conduct proactive outreach, understand client goals, make referrals to wealth-management partners, and provide effective follow-up planning.
Requirements
- FINRA Series 7 and 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
- Investment solution knowledge
- Financial planning knowledge
- Communication and consultative skills
Responsibilities
- Develop customized financial plans
- Help clients make investment decisions
- Present and implement investment solutions
- Use planning and guidance tools for financial planning discussions
- Prepare for and conduct client appointments using technology
- Conduct proactive outreach to understand client goals
- Refer clients to wealth management partners
- Educate clients about investment solutions