Investment Consultant - Mountain View, CA
Fidelity Investments•Mountain View, CA
334d•$56,000 - $72,000•Hybrid
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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 for clients using a variety of products and services. Your role will focus on engaging with existing clients and warm leads, allowing you to concentrate on providing investment solutions and building relationships with a dedicated local advisor. You will utilize Fidelity's planning tools and guidance to present solutions that best meet client needs, conduct efficient one-on-one appointments, and grow relationships through proactive outreach.
