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.
Maintainer signals as of 9/2/2026
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 meet with existing clients and warm leads to develop customized financial plans and recommend investment solutions. You will use planning tools to prepare for appointments, understand clients' goals, conduct proactive outreach, and connect clients with wealth-management partners when appropriate.
Requirements
- FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire
- Comprehensive understanding of investment solutions
- Ability to use financial planning and guidance tools
- Strong relationship-building, communication, and consultative skills
Responsibilities
- Develop customized financial plans using planning tools
- Provide investment solutions and help clients make informed investment decisions
- Prepare for and conduct one-on-one client appointments
- Grow client relationships through proactive outreach
- Understand client goals and refer clients to wealth management partners
- Educate clients about investment solutions