Investment Consultant - Carmel, IN
Fidelity Investments•Carmel, IN
198d
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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 best meet client needs. This position emphasizes proactive outreach to understand clients’ goals and objectives, and you will refer them to a wealth management partner based on their financial complexity.
