Investment Consultant - Bethesda, MD

Fidelity Investments • Bethesda, MD

336d

About The Position

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans using a wide range of products and services. Your role will focus on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's guidance tools to conduct financial planning discussions and present solutions that meet client needs. This position emphasizes the importance of communication and relationship-building over merely sourcing new customers.

Requirements

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree and/or professional certifications such as CFP are helpful.
• Comprehensive understanding of various investment solutions.
• Outstanding communication and consultative skills.

Nice To Haves

• CFP certification.
• Experience in financial services industry.

Responsibilities

• Develop customized financial plans using Fidelity's products and services.
• Engage with existing clients and warm leads to provide investment solutions.
• Utilize Fidelity's guidance tools for financial planning discussions.
• Conduct efficient one-on-one appointments with clients.
• Grow relationships through proactive outreach and understanding client goals.
• Refer clients to wealth management partners based on their needs.
• Navigate Fidelity's planning and guidance tools to implement solutions.

Benefits

• Competitive total rewards package including a stable base salary.
• Tuition Reimbursement program for obtaining CFP or degree.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree